Berman Capital Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Berman Capital Advisors’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
2021 Q3	$138K	Sell	761 -10	-1%	-$1.95K	0.02%	353
2021 Q2	$154K	Buy	771 +271	+54%	+$56.7K	0.02%	278
2021 Q1	$107K	Buy	500 +146	+41%	+$32.1K	0.02%	293
2020 Q4	$83K	Sell	354 -74	-17%	-$17K	0.02%	287
2020 Q3	$115K	Buy	428 +24	+6%	+$6.62K	0.03%	211
2020 Q2	$117K	Buy	404 +59	+17%	+$16K	0.03%	204
2020 Q1	$81K	Buy	345 +77	+29%	+$17.7K	0.03%	226
2019 Q4	$58K	Buy	268 +4	+2%	+$810	0.02%	298
2019 Q3	$44K	Sell	264 -2	-0.8%	-$354	0.01%	333
2019 Q2	$48K	Sell	266 -55	-17%	-$9.62K	0.02%	312
2019 Q1	$59K	Buy	321 +104	+48%	+$19.2K	0.02%	252
2018 Q4	$35K	Buy	+217	New	+$37.6K	0.01%	289

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

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Berman Capital Advisors's VRTX Position: Q3 2021 in Review

Berman Capital Advisors reduced its Vertex Pharmaceuticals (VRTX) stake by 1.3% in Q3 2021, selling an estimated $1.95K and leaving 761 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #353.

Berman Capital Advisors first reported a position in VRTX in Q4 2018 and has held it in 12 quarters since. The position peaked at $154K in Q2 2021. 934 funds tracked by Wall St. Rank hold VRTX as of Q3 2021.

Berman Capital Advisors held 761 shares of Vertex Pharmaceuticals worth $138K as of Q3 2021.
Berman Capital Advisors sold 10 Vertex Pharmaceuticals shares in Q3 2021, an estimated $1.95K.
Vertex Pharmaceuticals made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #353 holding.
Berman Capital Advisors first reported a position in Vertex Pharmaceuticals in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Vertex Pharmaceuticals position peaked at $154K in Q2 2021.
934 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.