Abich Financial Wealth Management LLC VTRS VIATRIS INC

Ownership history in Abich Financial Wealth Management LLC  ·  3 quarters on record

AI Ownership Summary

Abich Financial Wealth Management LLC reported VIATRIS INC (VTRS) in 3 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.07% in 2024 Q1. The latest visible filing shows VTRS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VTRS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abich Financial Wealth Management LLC's position in VIATRIS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

VTRS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Abich Financial Wealth Management LLC held VTRS — position size vs. price
% of Fund (quarterly)    VTRS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 99.1% +7.6% 72 -7,553 -99.1% 0.00% $836 2024-10-25 $10.62
2024 Q1 ADDED 7,625 +2,083 +37.6% 0.07% $91K 2024-06-21 $9.62
2023 Q4 INITIATED 5,542 0.06% $60K 2024-02-13 $10.77

FAQ About Abich Financial Wealth Management LLC and VTRS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abich Financial Wealth Management LLC reported owning VTRS?

Abich Financial Wealth Management LLC reported VTRS across 3 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported VTRS position in Abich Financial Wealth Management LLC's portfolio?

The largest reported portfolio weight for VTRS was 0.07% in 2024 Q1.

What is the latest reported VTRS position on this page?

The most recent filing on this page is 2024 Q3, when Abich Financial Wealth Management LLC reported 72 shares, equal to 0.00% of portfolio, with an estimated market value of $836.

What does the chart on this VTRS ownership page compare?

The chart compares Abich Financial Wealth Management LLC's quarterly VTRS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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