YorkBridge Wealth Partners’s Viatris VTRS Stock Holding History

YorkBridge Wealth Partners’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
2018 Q1	–	Sell	-175	Closed	-$7K	–	887
2017 Q4	$7K	Hold	175	–	–	﹤0.01%	674
2017 Q3	$5K	Hold	175	–	–	﹤0.01%	713
2017 Q2	$7K	Sell	175 -200	-53%	-$7.67K	﹤0.01%	680
2017 Q1	$14K	Hold	375	–	–	0.01%	578
2016 Q4	$14K	Buy	+375	New	+$13.9K	0.01%	523

Other funds holding VTRS

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

YorkBridge Wealth Partners's VTRS Position: Q1 2018 in Review

YorkBridge Wealth Partners sold out of Viatris (VTRS) in Q1 2018, closing a stake of 175 shares — an estimated $7K sold.

YorkBridge Wealth Partners first reported a position in VTRS in Q4 2016 and held it in 5 quarters. The position peaked at $14K in Q1 2017. 530 funds tracked by Wall St. Rank hold VTRS as of Q1 2018.

YorkBridge Wealth Partners reported no remaining Viatris position as of Q1 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 175 Viatris shares in Q1 2018, an estimated $7K.
YorkBridge Wealth Partners first reported a position in Viatris in Q4 2016 and held it in 5 quarters.
YorkBridge Wealth Partners's Viatris position peaked at $14K in Q1 2017.
530 funds tracked by Wall St. Rank held Viatris as of Q1 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.