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WR Wealth Planners’s Viatris VTRS Stock Holding History

WR Wealth Planners’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
Q4 		$827 Hold
66
– – ﹤0.01% 949
2024
Q3 		$768 Sell
66
-150
-69% -$1.73K ﹤0.01% 991
2024
Q2 		$2.29K Sell
216
-104
-33% -$1.15K ﹤0.01% 860
2024
Q1 		$3.81K Buy
+320
New +$3.85K ﹤0.01% 771
2023
Q4 		– Sell
-42
Closed -$413 – 848
2023
Q3 		$413 Buy
42
+14
+50% +$146 ﹤0.01% 864
2023
Q2 		$279 Sell
28
-61
-69% -$583 ﹤0.01% 861
2023
Q1 		$852 Buy
89
+62
+230% +$688 ﹤0.01% 842
2022
Q4 		$303 Hold
27
– – ﹤0.01% 462
2022
Q3 		$230 Hold
27
– – ﹤0.01% 479
2022
Q2 		$279 Buy
27
+1
+4% +$11 ﹤0.01% 493
2022
Q1 		$286 Buy
+26
New +$343 ﹤0.01% 497

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WR Wealth Planners's VTRS Position: Q4 2024 in Review

WR Wealth Planners held its Viatris (VTRS) position steady in Q4 2024 at 66 shares worth $827. The position accounts for ﹤0.01% of the portfolio, ranked #949.

WR Wealth Planners first reported a position in VTRS in Q1 2022 and has held it in 11 quarters since. The position peaked at $3.81K in Q1 2024. 1,038 funds tracked by Wall St. Rank hold VTRS as of Q4 2024.

  • WR Wealth Planners held 66 shares of Viatris worth $827 as of Q4 2024.
  • WR Wealth Planners left its Viatris share count unchanged in Q4 2024.
  • Viatris made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #949 holding.
  • WR Wealth Planners first reported a position in Viatris in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's Viatris position peaked at $3.81K in Q1 2024.
  • 1,038 funds tracked by Wall St. Rank held Viatris as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.