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WFG Advisors’s Viatris VTRS Stock Holding History

WFG 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
2017
Q2 		$145K Sell
3,741
-159
-4% -$6.1K 0.03% 444
2017
Q1 		$152K Sell
3,900
-1,848
-32% -$74.5K 0.04% 393
2016
Q4 		$219K Buy
5,748
+3,348
+140% +$124K 0.05% 360
2016
Q3 		$91K Sell
2,400
-2,533
-51% -$113K 0.02% 546
2016
Q2 		$213K Buy
4,933
+4,033
+448% +$178K 0.06% 324
2016
Q1 		$42K Hold
900
– – 0.01% 707
2015
Q4 		$49K Hold
900
– – 0.01% 667
2015
Q3 		$36K Sell
900
-855
-49% -$47.7K 0.01% 742
2015
Q2 		$119K Hold
1,755
– – 0.03% 484
2015
Q1 		$104K Sell
1,755
-320
-15% -$18.2K 0.03% 523
2014
Q4 		$117K Hold
2,075
– – 0.02% 589
2014
Q3 		$94K Sell
2,075
-82
-4% -$3.99K 0.02% 692
2014
Q2 		$111K Hold
2,157
– – 0.02% 626
2014
Q1 		$105K Sell
2,157
-10
-0.5% -$486 0.02% 621
2013
Q4 		$94K Sell
2,167
-218
-9% -$8.96K 0.01% 767
2013
Q3 		$91K Buy
2,385
+210
+10% +$7.39K 0.01% 729
2013
Q2 		$67K Buy
+2,175
New +$65K 0.01% 785

Other funds holding VTRS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WFG Advisors's VTRS Position: Q2 2017 in Review

WFG Advisors reduced its Viatris (VTRS) stake by 4.1% in Q2 2017, selling an estimated $6.1K and leaving 3,741 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #444.

WFG Advisors first reported a position in VTRS in Q2 2013 and has held it in 17 quarters since. The position peaked at $219K in Q4 2016. 537 funds tracked by Wall St. Rank hold VTRS as of Q2 2017.

  • WFG Advisors held 3,741 shares of Viatris worth $145K as of Q2 2017.
  • WFG Advisors sold 159 Viatris shares in Q2 2017, an estimated $6.1K.
  • Viatris made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #444 holding.
  • WFG Advisors first reported a position in Viatris in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Viatris position peaked at $219K in Q4 2016.
  • 537 funds tracked by Wall St. Rank held Viatris as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.