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Capital Advisors Inc’s Vertex Pharmaceuticals VRTX Stock Holding History

Capital Advisors Inc’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
Q4 		– Sell
-655
Closed -$305K – 322
2024
Q3 		$305K Sell
655
-2
-0.3% -$961 0.01% 249
2024
Q2 		$308K Buy
657
+50
+8% +$21.7K 0.01% 245
2024
Q1 		$254K Buy
+607
New +$257K 0.01% 260

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital Advisors Inc's VRTX Position: Q4 2024 in Review

Capital Advisors Inc sold out of Vertex Pharmaceuticals (VRTX) in Q4 2024, closing a stake of 655 shares — an estimated $305K sold.

Capital Advisors Inc first reported a position in VRTX in Q1 2024 and held it in 3 quarters. The position peaked at $308K in Q2 2024. 1,557 funds tracked by Wall St. Rank hold VRTX as of Q4 2024.

  • Capital Advisors Inc reported no remaining Vertex Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Capital Advisors Inc sold 655 Vertex Pharmaceuticals shares in Q4 2024, an estimated $305K.
  • Capital Advisors Inc first reported a position in Vertex Pharmaceuticals in Q1 2024 and held it in 3 quarters.
  • Capital Advisors Inc's Vertex Pharmaceuticals position peaked at $308K in Q2 2024.
  • 1,557 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2024.

Based on Capital Advisors Inc's 13F filing for Q4 2024, filed 29 Jan 2025.