IFAM
VRTX icon

Institutional & Family Asset Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Institutional & Family Asset 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
Q2 		$155K Sell
330
-44
-12% -$19.1K 0.02% 158
2024
Q1 		$156K Sell
374
-39
-9% -$16.5K 0.02% 154
2023
Q4 		$168K Sell
413
-22
-5% -$8.13K 0.03% 152
2023
Q3 		$151K Sell
435
-20
-4% -$7K 0.02% 151
2023
Q2 		$160K Sell
455
-14
-3% -$4.72K 0.03% 153
2023
Q1 		$148K Sell
469
-21
-4% -$6.3K 0.02% 150
2022
Q4 		$142K Sell
490
-14
-3% -$4.27K 0.02% 149
2022
Q3 		$146K Sell
504
-55
-10% -$15.8K 0.03% 151
2022
Q2 		$158K Sell
559
-55
-9% -$14.7K 0.03% 148
2022
Q1 		$160K Sell
614
-5
-0.8% -$1.19K 0.03% 160
2021
Q4 		$136K Hold
619
– – 0.02% 181
2021
Q3 		$112K Hold
619
– – 0.02% 227
2021
Q2 		$125K Hold
619
– – 0.02% 214
2021
Q1 		$133K Buy
619
+93
+18% +$20.4K 0.03% 231
2020
Q4 		$124K Buy
526
+18
+4% +$4.13K 0.03% 231
2020
Q3 		$138K Buy
508
+88
+21% +$24.3K 0.03% 200
2020
Q2 		$122K Buy
420
+19
+5% +$5.15K 0.03% 217
2020
Q1 		$95K Sell
401
-27
-6% -$6.19K 0.02% 209
2019
Q4 		$94K Sell
428
-5
-1% -$1.01K 0.02% 244
2019
Q3 		$73K Sell
433
-1
-0.2% -$177 0.02% 259
2019
Q2 		$80K Buy
434
+12
+3% +$2.1K 0.02% 259
2019
Q1 		$78K Sell
422
-17
-4% -$3.14K 0.02% 273
2018
Q4 		$73K Hold
439
– – 0.02% 271
2018
Q3 		$85K Hold
439
– – 0.02% 291
2018
Q2 		$75K Hold
439
– – 0.02% 313
2018
Q1 		$72K Buy
+439
New +$71.7K 0.02% 288

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Institutional & Family Asset Management's VRTX Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Vertex Pharmaceuticals (VRTX) stake by 12% in Q2 2024, selling an estimated $19.1K and leaving 330 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #158.

Institutional & Family Asset Management first reported a position in VRTX in Q1 2018 and has held it in 26 quarters since. The position peaked at $168K in Q4 2023. 1,546 funds tracked by Wall St. Rank hold VRTX as of Q2 2024.

  • Institutional & Family Asset Management held 330 shares of Vertex Pharmaceuticals worth $155K as of Q2 2024.
  • Institutional & Family Asset Management sold 44 Vertex Pharmaceuticals shares in Q2 2024, an estimated $19.1K.
  • Vertex Pharmaceuticals made up 0.02% of Institutional & Family Asset Management's portfolio in Q2 2024, its #158 holding.
  • Institutional & Family Asset Management first reported a position in Vertex Pharmaceuticals in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Vertex Pharmaceuticals position peaked at $168K in Q4 2023.
  • 1,546 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.