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Curi Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Curi 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
2022
Q3 		– Sell
-8
Closed -$2K – 681
2022
Q2 		$2K Hold
8
– – ﹤0.01% 533
2022
Q1 		$2K Hold
8
– – ﹤0.01% 463
2021
Q4 		$1K Buy
+8
New +$1.56K ﹤0.01% 466
2021
Q1 		– Sell
-8
Closed -$1K – 476
2020
Q4 		$1K Buy
+8
New +$1.84K ﹤0.01% 376

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
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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Curi Wealth Management's VRTX Position: Q3 2022 in Review

Curi Wealth Management sold out of Vertex Pharmaceuticals (VRTX) in Q3 2022, closing a stake of 8 shares — an estimated $2K sold.

Curi Wealth Management first reported a position in VRTX in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 1,124 funds tracked by Wall St. Rank hold VRTX as of Q3 2022.

  • Curi Wealth Management reported no remaining Vertex Pharmaceuticals position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 8 Vertex Pharmaceuticals shares in Q3 2022, an estimated $2K.
  • Curi Wealth Management first reported a position in Vertex Pharmaceuticals in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Vertex Pharmaceuticals position peaked at $2K in Q2 2022.
  • 1,124 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.