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Western Pacific Wealth Management’s Viatris VTRS Stock Holding History

Western Pacific Wealth Management’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
2023
Q2 		– Sell
-92
Closed -$885 – 313
2023
Q1 		$885 Hold
92
– – ﹤0.01% 276
2022
Q4 		$1.02K Hold
92
– – ﹤0.01% 271
2022
Q3 		$0 Buy
+92
New +$906 ﹤0.01% 258

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Western Pacific Wealth Management's VTRS Position: Q2 2023 in Review

Western Pacific Wealth Management sold out of Viatris (VTRS) in Q2 2023, closing a stake of 92 shares — an estimated $885 sold.

Western Pacific Wealth Management first reported a position in VTRS in Q3 2022 and held it in 3 quarters. The position peaked at $1.02K in Q4 2022. 986 funds tracked by Wall St. Rank hold VTRS as of Q2 2023.

  • Western Pacific Wealth Management reported no remaining Viatris position as of Q2 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 92 Viatris shares in Q2 2023, an estimated $885.
  • Western Pacific Wealth Management first reported a position in Viatris in Q3 2022 and held it in 3 quarters.
  • Western Pacific Wealth Management's Viatris position peaked at $1.02K in Q4 2022.
  • 986 funds tracked by Wall St. Rank held Viatris as of Q2 2023.

Based on Western Pacific Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.