Gladstone Institutional Advisory’s Vertex Pharmaceuticals VRTX Stock Holding History

Gladstone Institutional Advisory’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	-664	Closed	-$309K	–	747
2024 Q3	$309K	Sell	664 -649	-49%	-$312K	0.02%	569
2024 Q2	$615K	Sell	1,313 -2,437	-65%	-$1.06M	0.03%	380
2024 Q1	$1.57M	Sell	3,750 -4,835	-56%	-$2.04M	0.09%	247
2023 Q4	$3.49M	Buy	8,585 +1,484	+21%	+$548K	0.2%	134
2023 Q3	$2.47M	Buy	7,101 +253	+4%	+$88.5K	0.16%	164
2023 Q2	$2.41M	Buy	6,848 +231	+3%	+$77.8K	0.15%	176
2023 Q1	$2.08M	Sell	6,617 -2,922	-31%	-$876K	0.14%	187
2022 Q4	$2.75M	Buy	+9,539	New	+$2.91M	0.19%	152

Other funds holding VRTX

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Gladstone Institutional Advisory's VRTX Position: Q4 2024 in Review

Gladstone Institutional Advisory sold out of Vertex Pharmaceuticals (VRTX) in Q4 2024, closing a stake of 664 shares — an estimated $309K sold.

Gladstone Institutional Advisory first reported a position in VRTX in Q4 2022 and held it in 8 quarters. The position peaked at $3.49M in Q4 2023. 1,557 funds tracked by Wall St. Rank hold VRTX as of Q4 2024.

Gladstone Institutional Advisory reported no remaining Vertex Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
Gladstone Institutional Advisory sold 664 Vertex Pharmaceuticals shares in Q4 2024, an estimated $309K.
Gladstone Institutional Advisory first reported a position in Vertex Pharmaceuticals in Q4 2022 and held it in 8 quarters.
Gladstone Institutional Advisory's Vertex Pharmaceuticals position peaked at $3.49M in Q4 2023.
1,557 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.