Heritage Wealth Management (Arizona)’s Vertex Pharmaceuticals VRTX Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$43.3K	Buy	150 +75	+100%	+$22.9K	0.01%	517
2022 Q3	$22K	Hold	75	–	–	0.01%	518
2022 Q2	$21.1K	Hold	75	–	–	0.01%	534
2022 Q1	$20K	Buy	+75	New	+$17.8K	0.01%	604
2021 Q3	$14K	Hold	75	–	–	0.01%	616
2021 Q2	$15K	Sell	75 -3	-4%	-$628	0.01%	606
2021 Q1	$17K	Buy	+78	New	+$17.1K	0.01%	512

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Heritage Wealth Management (Arizona)'s VRTX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Vertex Pharmaceuticals (VRTX) stake by 100% in Q4 2022, buying an estimated $22.9K and bringing the position to 150 shares worth $43.3K. The position accounts for 0.01% of the portfolio, ranked #517.

Heritage Wealth Management (Arizona) first reported a position in VRTX in Q1 2021 and has held it in 7 quarters since. 1,222 funds tracked by Wall St. Rank hold VRTX as of Q4 2022.

Heritage Wealth Management (Arizona) held 150 shares of Vertex Pharmaceuticals worth $43.3K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 75 Vertex Pharmaceuticals shares in Q4 2022, an estimated $22.9K.
Vertex Pharmaceuticals made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #517 holding.
Heritage Wealth Management (Arizona) first reported a position in Vertex Pharmaceuticals in Q1 2021 and has held it in 7 quarters since.
1,222 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.