Holistic Financial Partners’s Vertex Pharmaceuticals VRTX Stock Holding History

Holistic Financial Partners’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 Q3	–	Sell	-4,521	Closed	-$912K	–	115
2021 Q2	$912K	Hold	4,521	–	–	0.54%	28
2021 Q1	$972K	Buy	4,521 +190	+4%	+$41.7K	0.64%	25
2020 Q4	$1.02M	Buy	4,331 +74	+2%	+$17K	0.71%	25
2020 Q3	$1.16M	Buy	4,257 +41	+1%	+$11.3K	0.93%	17
2020 Q2	$1.22M	Hold	4,216	–	–	1.06%	14
2020 Q1	$1M	Buy	4,216 +339	+9%	+$77.8K	1.04%	19
2019 Q4	$849K	Hold	3,877	–	–	0.51%	27
2019 Q3	$657K	Buy	+3,877	New	+$686K	0.58%	22
2019 Q2	–	Sell	-3,897	Closed	-$717K	–	104
2019 Q1	$717K	Hold	3,897	–	–	0.3%	42
2018 Q4	$646K	Hold	3,897	–	–	0.67%	21
2018 Q3	$751K	Buy	+3,897	New	+$694K	0.7%	20
2018 Q2	–	Sell	-3,917	Closed	-$638K	–	355
2018 Q1	$638K	Sell	3,917 -115	-3%	-$18.8K	0.53%	24
2017 Q4	$604K	Buy	+4,032	New	+$597K	0.5%	25

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

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

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

Holistic Financial Partners's VRTX Position: Q3 2021 in Review

Holistic Financial Partners sold out of Vertex Pharmaceuticals (VRTX) in Q3 2021, closing a stake of 4,521 shares — an estimated $912K sold.

Holistic Financial Partners first reported a position in VRTX in Q4 2017 and held it in 13 quarters. The position peaked at $1.22M in Q2 2020. 933 funds tracked by Wall St. Rank hold VRTX as of Q3 2021.

Holistic Financial Partners reported no remaining Vertex Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
Holistic Financial Partners sold 4,521 Vertex Pharmaceuticals shares in Q3 2021, an estimated $912K.
Holistic Financial Partners first reported a position in Vertex Pharmaceuticals in Q4 2017 and held it in 13 quarters.
Holistic Financial Partners's Vertex Pharmaceuticals position peaked at $1.22M in Q2 2020.
933 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2021.

Based on Holistic Financial Partners's 13F filing for Q3 2021, filed 12 Nov 2021.