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Brendel Financial Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Brendel Financial 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
2023
Q4 		– Sell
-5,423
Closed -$1.89M – 96
2023
Q3 		$1.89M Buy
5,423
+239
+5% +$83.6K 2.8% 14
2023
Q2 		$1.82M Sell
5,184
-760
-13% -$256K 2.75% 19
2023
Q1 		$1.87M Buy
5,944
+307
+5% +$92.1K 1.39% 30
2022
Q4 		$1.63M Buy
+5,637
New +$1.72M 3.26% 14

Other funds holding VRTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brendel Financial Advisors's VRTX Position: Q4 2023 in Review

Brendel Financial Advisors sold out of Vertex Pharmaceuticals (VRTX) in Q4 2023, closing a stake of 5,423 shares — an estimated $1.89M sold.

Brendel Financial Advisors first reported a position in VRTX in Q4 2022 and held it in 4 quarters. The position peaked at $1.89M in Q3 2023. 1,438 funds tracked by Wall St. Rank hold VRTX as of Q4 2023.

  • Brendel Financial Advisors reported no remaining Vertex Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
  • Brendel Financial Advisors sold 5,423 Vertex Pharmaceuticals shares in Q4 2023, an estimated $1.89M.
  • Brendel Financial Advisors first reported a position in Vertex Pharmaceuticals in Q4 2022 and held it in 4 quarters.
  • Brendel Financial Advisors's Vertex Pharmaceuticals position peaked at $1.89M in Q3 2023.
  • 1,438 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2023.

Based on Brendel Financial Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.