9WM
VRTX icon

9258 Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

9258 Wealth Management’s Portfolio VRTX Stock Details VRTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.43M Sell
3,078
-40
-1% -$19.2K 0.21% 93
2024
Q2 		$1.46M Buy
3,118
+244
+8% +$106K 0.22% 87
2024
Q1 		$1.2M Buy
2,874
+100
+4% +$42.3K 0.19% 103
2023
Q4 		$1.13M Sell
2,774
-2
-0.1% -$739 0.2% 102
2023
Q3 		$965K Sell
2,776
-18
-0.6% -$6.29K 0.19% 102
2023
Q2 		$983K Hold
2,794
– – 0.19% 103
2023
Q1 		$880K Sell
2,794
-7
-0.2% -$2.1K 0.18% 109
2022
Q4 		$809K Sell
2,801
-77
-3% -$23.5K 0.18% 111
2022
Q3 		$833K Sell
2,878
-206
-7% -$59.3K 0.21% 106
2022
Q2 		$869K Sell
3,084
-225
-7% -$60.2K 0.22% 107
2022
Q1 		$864K Sell
3,309
-207
-6% -$49.1K 0.2% 125
2021
Q4 		$772K Buy
3,516
+219
+7% +$42.6K 0.18% 136
2021
Q3 		$598K Buy
3,297
+1,523
+86% +$297K 0.16% 147
2021
Q2 		$358K Buy
1,774
+203
+13% +$42.5K 0.1% 224
2021
Q1 		$338K Buy
1,571
+158
+11% +$34.7K 0.1% 215
2020
Q4 		$334K Buy
+1,413
New +$324K 0.11% 209

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

9258 Wealth Management's VRTX Position: Q3 2024 in Review

9258 Wealth Management reduced its Vertex Pharmaceuticals (VRTX) stake by 1.3% in Q3 2024, selling an estimated $19.2K and leaving 3,078 shares worth $1.43M. The position accounts for 0.21% of the portfolio, ranked #93.

9258 Wealth Management first reported a position in VRTX in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.46M in Q2 2024. 1,544 funds tracked by Wall St. Rank hold VRTX as of Q3 2024.

  • 9258 Wealth Management held 3,078 shares of Vertex Pharmaceuticals worth $1.43M as of Q3 2024.
  • 9258 Wealth Management sold 40 Vertex Pharmaceuticals shares in Q3 2024, an estimated $19.2K.
  • Vertex Pharmaceuticals made up 0.21% of 9258 Wealth Management's portfolio in Q3 2024, its #93 holding.
  • 9258 Wealth Management first reported a position in Vertex Pharmaceuticals in Q4 2020 and has held it in 16 quarters since.
  • 9258 Wealth Management's Vertex Pharmaceuticals position peaked at $1.46M in Q2 2024.
  • 1,544 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.