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Essex Private Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Essex Private 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
2020
Q4 		– Sell
-797
Closed -$216K – 69
2020
Q3 		$216K Hold
797
– – 0.22% 60
2020
Q2 		$231K Buy
+797
New +$216K 0.27% 52

Other funds holding VRTX

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Vanguard Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Essex Private Wealth Management's VRTX Position: Q4 2020 in Review

Essex Private Wealth Management sold out of Vertex Pharmaceuticals (VRTX) in Q4 2020, closing a stake of 797 shares — an estimated $216K sold.

Essex Private Wealth Management first reported a position in VRTX in Q2 2020 and held it in 2 quarters. The position peaked at $231K in Q2 2020. 971 funds tracked by Wall St. Rank hold VRTX as of Q4 2020.

  • Essex Private Wealth Management reported no remaining Vertex Pharmaceuticals position as of Q4 2020 after selling out during the quarter.
  • Essex Private Wealth Management sold 797 Vertex Pharmaceuticals shares in Q4 2020, an estimated $216K.
  • Essex Private Wealth Management first reported a position in Vertex Pharmaceuticals in Q2 2020 and held it in 2 quarters.
  • Essex Private Wealth Management's Vertex Pharmaceuticals position peaked at $231K in Q2 2020.
  • 971 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2020.

Based on Essex Private Wealth Management's 13F filing for Q4 2020, filed 12 Feb 2021.