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Baystate Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Baystate 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
2023
Q4 		$30.9K Buy
76
+25
+49% +$9.23K ﹤0.01% 472
2023
Q3 		$17.7K Sell
51
-1
-2% -$350 ﹤0.01% 492
2023
Q2 		$18.3K Buy
52
+1
+2% +$337 ﹤0.01% 471
2023
Q1 		$16.1K Sell
51
-3
-6% -$900 ﹤0.01% 487
2022
Q4 		$16K Buy
54
+3
+6% +$914 ﹤0.01% 502
2022
Q3 		$15K Sell
51
-100
-66% -$28.8K ﹤0.01% 483
2022
Q2 		$43K Hold
151
– – ﹤0.01% 339
2022
Q1 		$39K Hold
151
– – ﹤0.01% 360
2021
Q4 		$33K Hold
151
– – ﹤0.01% 388
2021
Q3 		$27K Sell
151
-3
-2% -$586 ﹤0.01% 379
2021
Q2 		$31K Hold
154
– – ﹤0.01% 334
2021
Q1 		$33K Sell
154
-684
-82% -$150K ﹤0.01% 306
2020
Q4 		$198K Buy
838
+684
+444% +$157K 0.02% 127
2020
Q3 		$42K Buy
154
+3
+2% +$828 0.01% 239
2020
Q2 		$44K Buy
151
+41
+37% +$11.1K 0.01% 236
2020
Q1 		$26K Hold
110
– – ﹤0.01% 256
2019
Q4 		$24K Hold
110
– – ﹤0.01% 301
2019
Q3 		$19K Hold
110
– – ﹤0.01% 299
2019
Q2 		$20K Hold
110
– – ﹤0.01% 305
2019
Q1 		$19K Hold
110
– – ﹤0.01% 313
2018
Q4 		$21K Hold
110
– – ﹤0.01% 300
2018
Q3 		$19K Hold
110
– – ﹤0.01% 309
2018
Q2 		$19K Hold
110
– – ﹤0.01% 295
2018
Q1 		$17K Hold
110
– – ﹤0.01% 305
2017
Q4 		$18K Hold
110
– – ﹤0.01% 312
2017
Q3 		$17K Hold
110
– – ﹤0.01% 300
2017
Q2 		$14K Hold
110
– – ﹤0.01% 311
2017
Q1 		$13K Buy
110
+5
+5% +$440 ﹤0.01% 317
2016
Q4 		$8K Buy
+105
New +$8.54K ﹤0.01% 328
2013
Q3 		– Sell
-100
Closed -$8K – 226
2013
Q2 		$8K Buy
+100
New +$7.36K ﹤0.01% 202

Other funds holding VRTX

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
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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Baystate Wealth Management's VRTX Position: Q4 2023 in Review

Baystate Wealth Management increased its Vertex Pharmaceuticals (VRTX) stake by 49% in Q4 2023, buying an estimated $9.23K and bringing the position to 76 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Baystate Wealth Management first reported a position in VRTX in Q2 2013 and has held it in 30 quarters since. The position peaked at $198K in Q4 2020. 1,439 funds tracked by Wall St. Rank hold VRTX as of Q4 2023.

  • Baystate Wealth Management held 76 shares of Vertex Pharmaceuticals worth $30.9K as of Q4 2023.
  • Baystate Wealth Management bought 25 Vertex Pharmaceuticals shares in Q4 2023, an estimated $9.23K.
  • Vertex Pharmaceuticals made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #472 holding.
  • Baystate Wealth Management first reported a position in Vertex Pharmaceuticals in Q2 2013 and has held it in 30 quarters since.
  • Baystate Wealth Management's Vertex Pharmaceuticals position peaked at $198K in Q4 2020.
  • 1,439 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.