GW
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GW & Wade’s Vertex Pharmaceuticals VRTX Stock Holding History

GW & Wade’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
Q4 		$410K Buy
1,007
+250
+33% +$92.4K 0.01% 317
2023
Q3 		$263K Sell
757
-61
-7% -$21.3K 0.01% 342
2023
Q2 		$288K Buy
818
+180
+28% +$60.6K 0.01% 329
2023
Q1 		$201K Sell
638
-102
-14% -$30.6K 0.01% 360
2022
Q4 		$214K Buy
+740
New +$226K 0.01% 359

Other funds holding VRTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GW & Wade's VRTX Position: Q4 2023 in Review

GW & Wade increased its Vertex Pharmaceuticals (VRTX) stake by 33% in Q4 2023, buying an estimated $92.4K and bringing the position to 1,007 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #317.

GW & Wade first reported a position in VRTX in Q4 2022 and has held it in 5 quarters since. 1,440 funds tracked by Wall St. Rank hold VRTX as of Q4 2023.

  • GW & Wade held 1,007 shares of Vertex Pharmaceuticals worth $410K as of Q4 2023.
  • GW & Wade bought 250 Vertex Pharmaceuticals shares in Q4 2023, an estimated $92.4K.
  • Vertex Pharmaceuticals made up 0.01% of GW & Wade's portfolio in Q4 2023, its #317 holding.
  • GW & Wade first reported a position in Vertex Pharmaceuticals in Q4 2022 and has held it in 5 quarters since.
  • 1,440 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.