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BerganKDV Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

BerganKDV 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
Q2 		$2.05M Sell
5,837
-584
-9% -$197K 0.21% 84
2023
Q1 		$2.02M Buy
6,421
+31
+0.5% +$9.3K 0.21% 86
2022
Q4 		$1.85M Buy
6,390
+60
+0.9% +$18.3K 0.2% 96
2022
Q3 		$1.83M Sell
6,330
-241
-4% -$69.3K 0.22% 88
2022
Q2 		$1.85M Buy
6,571
+229
+4% +$61.3K 0.21% 94
2022
Q1 		$1.66M Buy
6,342
+753
+13% +$179K 0.18% 102
2021
Q4 		$1.23M Sell
5,589
-82
-1% -$15.9K 0.13% 115
2021
Q3 		$1.03M Buy
5,671
+2,537
+81% +$495K 0.12% 123
2021
Q2 		$632K Buy
3,134
+52
+2% +$10.9K 0.08% 161
2021
Q1 		$662K Buy
3,082
+83
+3% +$18.2K 0.09% 149
2020
Q4 		$709K Buy
2,999
+2,953
+6,420% +$678K 0.1% 128
2020
Q3 		$13K Hold
46
– – ﹤0.01% 483
2020
Q2 		$13K Buy
46
+23
+100% +$6.24K ﹤0.01% 508
2020
Q1 		$5K Buy
23
+9
+64% +$2.06K ﹤0.01% 589
2019
Q4 		$3K Buy
+14
New +$2.83K ﹤0.01% 729

Other funds holding VRTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

BerganKDV Wealth Management's VRTX Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Vertex Pharmaceuticals (VRTX) stake by 9.1% in Q2 2023, selling an estimated $197K and leaving 5,837 shares worth $2.05M. The position accounts for 0.21% of the portfolio, ranked #84.

BerganKDV Wealth Management first reported a position in VRTX in Q4 2019 and has held it in 15 quarters since. 1,285 funds tracked by Wall St. Rank hold VRTX as of Q2 2023.

  • BerganKDV Wealth Management held 5,837 shares of Vertex Pharmaceuticals worth $2.05M as of Q2 2023.
  • BerganKDV Wealth Management sold 584 Vertex Pharmaceuticals shares in Q2 2023, an estimated $197K.
  • Vertex Pharmaceuticals made up 0.21% of BerganKDV Wealth Management's portfolio in Q2 2023, its #84 holding.
  • BerganKDV Wealth Management first reported a position in Vertex Pharmaceuticals in Q4 2019 and has held it in 15 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.