AWM
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Avitas Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Avitas 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
Q4 		$464K Sell
1,152
-28
-2% -$13K 0.06% 158
2024
Q3 		$549K Sell
1,180
-89
-7% -$42.8K 0.08% 155
2024
Q2 		$595K Sell
1,269
-74
-6% -$32.1K 0.09% 157
2024
Q1 		$561K Sell
1,343
-11
-0.8% -$4.65K 0.09% 165
2023
Q4 		$551K Sell
1,354
-11
-0.8% -$4.06K 0.09% 155
2023
Q3 		$475K Sell
1,365
-41
-3% -$14.3K 0.09% 162
2023
Q2 		$495K Sell
1,406
-18
-1% -$6.07K 0.09% 154
2023
Q1 		$449K Sell
1,424
-45
-3% -$13.5K 0.09% 162
2022
Q4 		$424K Buy
1,469
+2
+0.1% +$610 0.09% 154
2022
Q3 		$425K Buy
1,467
+13
+0.9% +$3.74K 0.1% 143
2022
Q2 		$410K Buy
+1,454
New +$389K 0.09% 153
2021
Q3 		– Sell
-5,353
Closed -$1.08M – 213
2021
Q2 		$1.08M Buy
5,353
+176
+3% +$36.8K 0.19% 136
2021
Q1 		$1.11M Buy
5,177
+101
+2% +$22.2K 0.22% 130
2020
Q4 		$1.2M Buy
5,076
+990
+24% +$227K 0.24% 129
2020
Q3 		$1.11M Buy
4,086
+207
+5% +$57.1K 0.31% 110
2020
Q2 		$1.13M Sell
3,879
-560
-13% -$152K 0.37% 93
2020
Q1 		$1.06M Sell
4,439
-1,260
-22% -$289K 0.48% 76
2019
Q4 		$1.25M Sell
5,699
-17
-0.3% -$3.44K 0.32% 100
2019
Q3 		$968K Buy
5,716
+2,516
+79% +$445K 0.27% 107
2019
Q2 		$587K Sell
3,200
-81
-2% -$14.2K 0.16% 137
2019
Q1 		$604K Sell
3,281
-201
-6% -$37.1K 0.18% 124
2018
Q4 		$577K Sell
3,482
-14
-0.4% -$2.43K 0.19% 126
2018
Q3 		$674K Buy
3,496
+281
+9% +$50K 0.19% 132
2018
Q2 		$546K Buy
+3,215
New +$498K 0.17% 138

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Avitas Wealth Management's VRTX Position: Q4 2024 in Review

Avitas Wealth Management reduced its Vertex Pharmaceuticals (VRTX) stake by 2.4% in Q4 2024, selling an estimated $13K and leaving 1,152 shares worth $464K. The position accounts for 0.06% of the portfolio, ranked #158.

Avitas Wealth Management first reported a position in VRTX in Q2 2018 and has held it in 24 quarters since. The position peaked at $1.25M in Q4 2019. 1,562 funds tracked by Wall St. Rank hold VRTX as of Q4 2024.

  • Avitas Wealth Management held 1,152 shares of Vertex Pharmaceuticals worth $464K as of Q4 2024.
  • Avitas Wealth Management sold 28 Vertex Pharmaceuticals shares in Q4 2024, an estimated $13K.
  • Vertex Pharmaceuticals made up 0.06% of Avitas Wealth Management's portfolio in Q4 2024, its #158 holding.
  • Avitas Wealth Management first reported a position in Vertex Pharmaceuticals in Q2 2018 and has held it in 24 quarters since.
  • Avitas Wealth Management's Vertex Pharmaceuticals position peaked at $1.25M in Q4 2019.
  • 1,562 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.