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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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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 $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return