Evolution Wealth Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-121	Closed	-$22K	–	619
2021 Q3	$22K	Sell	121 -161	-57%	-$31.4K	﹤0.01%	307
2021 Q2	$57K	Buy	282 +8	+3%	+$1.67K	0.01%	199
2021 Q1	$59K	Buy	274 +65	+31%	+$14.3K	0.01%	181
2020 Q4	$49K	Buy	209 +45	+27%	+$10.3K	0.01%	182
2020 Q3	$45K	Sell	164 -11	-6%	-$3.04K	0.01%	190
2020 Q2	$51K	Buy	175 +21	+14%	+$5.69K	0.02%	143
2020 Q1	$37K	Sell	154 -59	-28%	-$13.5K	0.01%	126
2019 Q4	$47K	Buy	213 +164	+335%	+$33.2K	0.01%	155
2019 Q3	$8K	Sell	49 -123	-72%	-$21.8K	﹤0.01%	219
2019 Q2	$32K	Buy	+172	New	+$30.1K	0.01%	102

Other funds holding VRTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Evolution Wealth Advisors's VRTX Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Vertex Pharmaceuticals (VRTX) in Q4 2021, closing a stake of 121 shares — an estimated $22K sold.

Evolution Wealth Advisors first reported a position in VRTX in Q2 2019 and held it in 10 quarters. The position peaked at $59K in Q1 2021. 1,033 funds tracked by Wall St. Rank hold VRTX as of Q4 2021.

Evolution Wealth Advisors reported no remaining Vertex Pharmaceuticals position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 121 Vertex Pharmaceuticals shares in Q4 2021, an estimated $22K.
Evolution Wealth Advisors first reported a position in Vertex Pharmaceuticals in Q2 2019 and held it in 10 quarters.
Evolution Wealth Advisors's Vertex Pharmaceuticals position peaked at $59K in Q1 2021.
1,033 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.