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Alera Investment Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Alera Investment Advisors’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 		$521K Buy
1,121
+191
+21% +$91.8K 0.06% 133
2024
Q2 		$436K Buy
+930
New +$404K 0.05% 147
2019
Q2 		– Sell
-120
Closed -$22K – 987
2019
Q1 		$22K Buy
120
+17
+17% +$3.14K 0.01% 276
2018
Q4 		$17K Buy
+103
New +$17.8K 0.01% 322

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

Alera Investment Advisors's VRTX Position: Q3 2024 in Review

Alera Investment Advisors increased its Vertex Pharmaceuticals (VRTX) stake by 21% in Q3 2024, buying an estimated $91.8K and bringing the position to 1,121 shares worth $521K. The position accounts for 0.06% of the portfolio, ranked #133.

Alera Investment Advisors first reported a position in VRTX in Q4 2018 and has held it in 4 quarters since. 1,545 funds tracked by Wall St. Rank hold VRTX as of Q3 2024.

  • Alera Investment Advisors held 1,121 shares of Vertex Pharmaceuticals worth $521K as of Q3 2024.
  • Alera Investment Advisors bought 191 Vertex Pharmaceuticals shares in Q3 2024, an estimated $91.8K.
  • Vertex Pharmaceuticals made up 0.06% of Alera Investment Advisors's portfolio in Q3 2024, its #133 holding.
  • Alera Investment Advisors first reported a position in Vertex Pharmaceuticals in Q4 2018 and has held it in 4 quarters since.
  • 1,545 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.