Andesa Financial Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Andesa Financial 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
2023 Q1	–	Sell	-1,238	Closed	-$358K	–	155
2022 Q4	$358K	Sell	1,238 -224	-15%	-$68.3K	0.2%	98
2022 Q3	$421K	Buy	1,462 +163	+13%	+$46.9K	0.15%	99
2022 Q2	$366K	Sell	1,299 -512	-28%	-$137K	0.23%	88
2022 Q1	$471K	Buy	1,811 +181	+11%	+$43K	0.25%	86
2021 Q4	$358K	Buy	1,630 +338	+26%	+$65.7K	0.18%	110
2021 Q3	$234K	Buy	+1,292	New	+$252K	0.13%	126

Other funds holding VRTX

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Andesa Financial Management's VRTX Position: Q1 2023 in Review

Andesa Financial Management sold out of Vertex Pharmaceuticals (VRTX) in Q1 2023, closing a stake of 1,238 shares — an estimated $358K sold.

Andesa Financial Management first reported a position in VRTX in Q3 2021 and held it in 6 quarters. The position peaked at $471K in Q1 2022. 1,208 funds tracked by Wall St. Rank hold VRTX as of Q1 2023.

Andesa Financial Management reported no remaining Vertex Pharmaceuticals position as of Q1 2023 after selling out during the quarter.
Andesa Financial Management sold 1,238 Vertex Pharmaceuticals shares in Q1 2023, an estimated $358K.
Andesa Financial Management first reported a position in Vertex Pharmaceuticals in Q3 2021 and held it in 6 quarters.
Andesa Financial Management's Vertex Pharmaceuticals position peaked at $471K in Q1 2022.
1,208 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.