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Cassady Schiller Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Cassady Schiller 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
Q4 		$4.43K Buy
+11
New +$5.1K ﹤0.01% 428
2022
Q1 		– Sell
-5
Closed -$1K – 587
2021
Q4 		$1K Buy
+5
New +$972 ﹤0.01% 523

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

Cassady Schiller Wealth Management's VRTX Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Vertex Pharmaceuticals (VRTX) in Q4 2024: 11 shares worth $4.43K. The stake represents ﹤0.01% of the portfolio and ranks #428 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in VRTX as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in VRTX in Q4 2021 and has held it in 2 quarters since. 1,557 funds tracked by Wall St. Rank hold VRTX as of Q4 2024.

  • Cassady Schiller Wealth Management held 11 shares of Vertex Pharmaceuticals worth $4.43K as of Q4 2024.
  • Vertex Pharmaceuticals was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Vertex Pharmaceuticals made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #428 holding.
  • Cassady Schiller Wealth Management first reported a position in Vertex Pharmaceuticals in Q4 2021 and has held it in 2 quarters since.
  • 1,557 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.