Financial Advocates Investment Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Financial Advocates Investment 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
2024 Q4	–	Sell	-3,148	Closed	-$1.46M	–	818
2024 Q3	$1.46M	Buy	3,148 +479	+18%	+$230K	0.08%	227
2024 Q2	$1.25M	Buy	2,669 +1,724	+182%	+$748K	0.08%	244
2024 Q1	$395K	Buy	945 +15	+2%	+$6.34K	0.02%	508
2023 Q4	$378K	Buy	930 +138	+17%	+$51K	0.02%	491
2023 Q3	$275K	Buy	792 +56	+8%	+$19.6K	0.02%	552
2023 Q2	$259K	Sell	736 -109	-13%	-$36.7K	0.02%	560
2023 Q1	$266K	Buy	+845	New	+$253K	0.02%	591
2022 Q4	–	Sell	-12,405	Closed	-$369K	–	876
2022 Q3	$369K	Buy	+12,405	New	+$3.57M	0.03%	496
2020 Q3	–	Sell	-721	Closed	-$210K	–	690
2020 Q2	$210K	Buy	+721	New	+$195K	0.02%	556

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

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

Financial Advocates Investment Management's VRTX Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Vertex Pharmaceuticals (VRTX) in Q4 2024, closing a stake of 3,148 shares — an estimated $1.46M sold.

Financial Advocates Investment Management first reported a position in VRTX in Q2 2020 and held it in 9 quarters. The position peaked at $1.46M in Q3 2024. 1,559 funds tracked by Wall St. Rank hold VRTX as of Q4 2024.

Financial Advocates Investment Management reported no remaining Vertex Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 3,148 Vertex Pharmaceuticals shares in Q4 2024, an estimated $1.46M.
Financial Advocates Investment Management first reported a position in Vertex Pharmaceuticals in Q2 2020 and held it in 9 quarters.
Financial Advocates Investment Management's Vertex Pharmaceuticals position peaked at $1.46M in Q3 2024.
1,559 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.