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Advus Financial Partners, LLC’s Viatris VTRS Stock Holding History

Advus Financial Partners, LLC’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
Q2 		– Sell
-15,317
Closed -$183K – 218
2024
Q1 		$183K Buy
15,317
+658
+4% +$7.93K 0.06% 202
2023
Q4 		$159K Sell
14,659
-524
-3% -$5.02K 0.05% 182
2023
Q3 		$150K Sell
15,183
-1,573
-9% -$16.4K 0.06% 152
2023
Q2 		$167K Buy
16,756
+6,738
+67% +$64.4K 0.06% 159
2023
Q1 		$96.4K Buy
+10,018
New +$111K 0.04% 143

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Advus Financial Partners, LLC's VTRS Position: Q2 2024 in Review

Advus Financial Partners, LLC sold out of Viatris (VTRS) in Q2 2024, closing a stake of 15,317 shares — an estimated $183K sold.

Advus Financial Partners, LLC first reported a position in VTRS in Q1 2023 and held it in 5 quarters. The position peaked at $183K in Q1 2024. 998 funds tracked by Wall St. Rank hold VTRS as of Q2 2024.

  • Advus Financial Partners, LLC reported no remaining Viatris position as of Q2 2024 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 15,317 Viatris shares in Q2 2024, an estimated $183K.
  • Advus Financial Partners, LLC first reported a position in Viatris in Q1 2023 and held it in 5 quarters.
  • Advus Financial Partners, LLC's Viatris position peaked at $183K in Q1 2024.
  • 998 funds tracked by Wall St. Rank held Viatris as of Q2 2024.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2024, filed 25 Aug 2026.