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Bard Financial Services’s Vertex Pharmaceuticals VRTX Stock Holding History

Bard Financial Services’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
Q3 		– Sell
-640
Closed -$225K – 314
2023
Q2 		$225K Sell
640
-50
-7% -$16.8K 0.02% 283
2023
Q1 		$217K Buy
+690
New +$207K 0.02% 293
2022
Q3 		– Sell
-765
Closed -$216K – 299
2022
Q2 		$216K Buy
+765
New +$205K 0.02% 268

Other funds holding VRTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bard Financial Services's VRTX Position: Q3 2023 in Review

Bard Financial Services sold out of Vertex Pharmaceuticals (VRTX) in Q3 2023, closing a stake of 640 shares — an estimated $225K sold.

Bard Financial Services first reported a position in VRTX in Q2 2022 and held it in 3 quarters. The position peaked at $225K in Q2 2023. 1,277 funds tracked by Wall St. Rank hold VRTX as of Q3 2023.

  • Bard Financial Services reported no remaining Vertex Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
  • Bard Financial Services sold 640 Vertex Pharmaceuticals shares in Q3 2023, an estimated $225K.
  • Bard Financial Services first reported a position in Vertex Pharmaceuticals in Q2 2022 and held it in 3 quarters.
  • Bard Financial Services's Vertex Pharmaceuticals position peaked at $225K in Q2 2023.
  • 1,277 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.