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Bernardo Wealth Planning’s Vertex Pharmaceuticals VRTX Stock Holding History

Bernardo Wealth Planning’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
Q1 		– Sell
-893
Closed -$211K – 155
2020
Q4 		$211K Hold
893
– – 0.08% 164
2020
Q3 		$243K Buy
893
+148
+20% +$40.8K 0.11% 136
2020
Q2 		$216K Buy
+745
New +$202K 0.12% 124

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bernardo Wealth Planning's VRTX Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Vertex Pharmaceuticals (VRTX) in Q1 2021, closing a stake of 893 shares — an estimated $211K sold.

Bernardo Wealth Planning first reported a position in VRTX in Q2 2020 and held it in 3 quarters. The position peaked at $243K in Q3 2020. 999 funds tracked by Wall St. Rank hold VRTX as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining Vertex Pharmaceuticals position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 893 Vertex Pharmaceuticals shares in Q1 2021, an estimated $211K.
  • Bernardo Wealth Planning first reported a position in Vertex Pharmaceuticals in Q2 2020 and held it in 3 quarters.
  • Bernardo Wealth Planning's Vertex Pharmaceuticals position peaked at $243K in Q3 2020.
  • 999 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.