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Brass Tax Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Brass Tax 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
2024
Q3 		– Sell
-467
Closed -$219K – 237
2024
Q2 		$219K Buy
+467
New +$203K 0.04% 180

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Brass Tax Wealth Management's VRTX Position: Q3 2024 in Review

Brass Tax Wealth Management sold out of Vertex Pharmaceuticals (VRTX) in Q3 2024, closing a stake of 467 shares — an estimated $219K sold.

Brass Tax Wealth Management first reported a position in VRTX in Q2 2024 and held it in 1 quarter. The position peaked at $219K in Q2 2024. 1,547 funds tracked by Wall St. Rank hold VRTX as of Q3 2024.

  • Brass Tax Wealth Management reported no remaining Vertex Pharmaceuticals position as of Q3 2024 after selling out during the quarter.
  • Brass Tax Wealth Management sold 467 Vertex Pharmaceuticals shares in Q3 2024, an estimated $219K.
  • Brass Tax Wealth Management first reported a position in Vertex Pharmaceuticals in Q2 2024 and held it in 1 quarter.
  • Brass Tax Wealth Management's Vertex Pharmaceuticals position peaked at $219K in Q2 2024.
  • 1,547 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2024.

Based on Brass Tax Wealth Management's 13F filing for Q3 2024, filed 12 Dec 2024.