Isthmus Partners’s Vertex Pharmaceuticals VRTX Stock Holding History

Isthmus 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	-226	Closed	-$46K	–	253
2021 Q2	$46K	Buy	+226	New	+$47.3K	0.01%	200
2018 Q4	–	Sell	-273	Closed	-$53K	–	274
2018 Q3	$53K	Hold	273	–	–	0.01%	177
2018 Q2	$46K	Hold	273	–	–	0.01%	182
2018 Q1	$44K	Hold	273	–	–	0.01%	183
2017 Q4	$41K	Hold	273	–	–	0.01%	185
2017 Q3	$42K	Hold	273	–	–	0.01%	183
2017 Q2	$35K	Hold	273	–	–	0.01%	198
2017 Q1	$30K	Hold	273	–	–	0.01%	205
2016 Q4	$20K	Hold	273	–	–	0.01%	223
2016 Q3	$22K	Hold	273	–	–	0.01%	212
2016 Q2	$23K	Hold	273	–	–	0.01%	198
2016 Q1	$22K	Sell	273 -273	-50%	-$24.7K	0.01%	199
2015 Q4	$62K	Buy	546 +273	+100%	+$33K	0.02%	170
2015 Q3	$28K	Hold	273	–	–	0.01%	209
2015 Q2	$34K	Hold	273	–	–	0.01%	196
2015 Q1	$32K	Hold	273	–	–	0.01%	196
2014 Q4	$32K	Buy	+273	New	+$30.7K	0.01%	204

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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

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

AllianceBernstein

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

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wellington Management Group

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments

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