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Estate Counselors’s Vertex Pharmaceuticals VRTX Stock Holding History

Estate Counselors’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
2023
Q1 		– Sell
-1,945
Closed -$562K – 169
2022
Q4 		$562K Buy
+1,945
New +$593K 0.08% 119
2020
Q2 		– Sell
-2,110
Closed -$502K – 169
2020
Q1 		$502K Buy
+2,110
New +$484K 0.08% 73

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Estate Counselors's VRTX Position: Q1 2023 in Review

Estate Counselors sold out of Vertex Pharmaceuticals (VRTX) in Q1 2023, closing a stake of 1,945 shares — an estimated $562K sold.

Estate Counselors first reported a position in VRTX in Q1 2020 and held it in 2 quarters. The position peaked at $562K in Q4 2022. 1,207 funds tracked by Wall St. Rank hold VRTX as of Q1 2023.

  • Estate Counselors reported no remaining Vertex Pharmaceuticals position as of Q1 2023 after selling out during the quarter.
  • Estate Counselors sold 1,945 Vertex Pharmaceuticals shares in Q1 2023, an estimated $562K.
  • Estate Counselors first reported a position in Vertex Pharmaceuticals in Q1 2020 and held it in 2 quarters.
  • Estate Counselors's Vertex Pharmaceuticals position peaked at $562K in Q4 2022.
  • 1,207 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2023.

Based on Estate Counselors's 13F filing for Q1 2023, filed 4 May 2023.