Dougherty Wealth Advisers’s Vertex Pharmaceuticals VRTX Stock Holding History

Dougherty Wealth Advisers’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 Q1	–	Sell	-178	Closed	-$72.4K	–	127
2023 Q4	$72.4K	Hold	178	–	–	0.07%	73
2023 Q3	$61.9K	Sell	178 -44	-20%	-$15.4K	0.07%	71
2023 Q2	$78.1K	Hold	222	–	–	0.11%	67
2023 Q1	$69.9K	Hold	222	–	–	0.11%	72
2022 Q4	$64.1K	Hold	222	–	–	0.11%	75
2022 Q3	$64K	Hold	222	–	–	0.13%	68
2022 Q2	$63K	Hold	222	–	–	0.12%	73
2022 Q1	$58K	Hold	222	–	–	0.09%	83
2021 Q4	$49K	Hold	222	–	–	0.07%	100
2021 Q3	$40K	Hold	222	–	–	0.06%	103
2021 Q2	$45K	Hold	222	–	–	0.07%	100
2021 Q1	$48K	Hold	222	–	–	0.07%	98
2020 Q4	$52K	Hold	222	–	–	0.08%	100
2020 Q3	$60K	Hold	222	–	–	0.21%	84
2020 Q2	$64K	Hold	222	–	–	0.23%	82
2020 Q1	$53K	Hold	222	–	–	0.21%	88
2019 Q4	$49K	Hold	222	–	–	0.15%	109
2019 Q3	$38K	Hold	222	–	–	0.13%	127
2019 Q2	$41K	Hold	222	–	–	0.12%	140
2019 Q1	$41K	Hold	222	–	–	0.14%	121
2018 Q4	$40K	Buy	+222	New	+$38.5K	0.13%	119

Other funds holding VRTX

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Dougherty Wealth Advisers's VRTX Position: Q1 2024 in Review

Dougherty Wealth Advisers sold out of Vertex Pharmaceuticals (VRTX) in Q1 2024, closing a stake of 178 shares — an estimated $72.4K sold.

Dougherty Wealth Advisers first reported a position in VRTX in Q4 2018 and held it in 21 quarters. The position peaked at $78.1K in Q2 2023. 1,497 funds tracked by Wall St. Rank hold VRTX as of Q1 2024.

Dougherty Wealth Advisers reported no remaining Vertex Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
Dougherty Wealth Advisers sold 178 Vertex Pharmaceuticals shares in Q1 2024, an estimated $72.4K.
Dougherty Wealth Advisers first reported a position in Vertex Pharmaceuticals in Q4 2018 and held it in 21 quarters.
Dougherty Wealth Advisers's Vertex Pharmaceuticals position peaked at $78.1K in Q2 2023.
1,497 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2024.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2024, filed 26 Apr 2024.