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West Financial Advisors’s Viatris VTRS Stock Holding History

West Financial Advisors’s Portfolio VTRS Stock Details VTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-73
Closed -$791 – 167
2023
Q4 		$791 Hold
73
– – ﹤0.01% 149
2023
Q3 		$720 Hold
73
– – ﹤0.01% 189
2023
Q2 		$729 Hold
73
– – ﹤0.01% 167
2023
Q1 		$703 Hold
73
– – ﹤0.01% 151
2022
Q4 		$812 Hold
73
– – ﹤0.01% 148
2022
Q3 		$1K Hold
73
– – ﹤0.01% 175
2022
Q2 		$1K Hold
73
– – ﹤0.01% 162
2022
Q1 		$1K Hold
73
– – ﹤0.01% 183
2021
Q4 		$1K Hold
73
– – ﹤0.01% 172
2021
Q3 		$1K Hold
73
– – ﹤0.01% 151
2021
Q2 		$1K Hold
73
– – ﹤0.01% 145
2021
Q1 		$1K Sell
73
-4
-5% -$65 ﹤0.01% 151
2020
Q4 		$1K Buy
+77
New +$1.26K ﹤0.01% 151

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

West Financial Advisors's VTRS Position: Q1 2024 in Review

West Financial Advisors sold out of Viatris (VTRS) in Q1 2024, closing a stake of 73 shares — an estimated $791 sold.

West Financial Advisors first reported a position in VTRS in Q4 2020 and held it in 13 quarters. The position peaked at $1K in Q3 2022. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2024.

  • West Financial Advisors reported no remaining Viatris position as of Q1 2024 after selling out during the quarter.
  • West Financial Advisors sold 73 Viatris shares in Q1 2024, an estimated $791.
  • West Financial Advisors first reported a position in Viatris in Q4 2020 and held it in 13 quarters.
  • West Financial Advisors's Viatris position peaked at $1K in Q3 2022.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2024.

Based on West Financial Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.