Kaizen Advisory’s Vertex Pharmaceuticals VRTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$115K Buy
693
+92
+15% +$15.9K 0.08% 208
2018
Q3
$116K Hold
601
0.06% 211
2018
Q2
$102K Buy
601
+358
+147% +$55.5K 0.05% 226
2018
Q1
$40K Hold
243
0.04% 226
2017
Q4
$36K Buy
+243
New +$36K 0.02% 230

Other funds holding VRTX

Kaizen Advisory's VRTX Position: Q4 2018 in Review

Kaizen Advisory increased its Vertex Pharmaceuticals (VRTX) stake by 15% in Q4 2018, buying an estimated $15.9K and bringing the position to 693 shares worth $115K. The position accounts for 0.08% of the portfolio, ranked #208.

Kaizen Advisory first reported a position in VRTX in Q4 2017 and has held it in 5 quarters since. The position peaked at $116K in Q3 2018. 705 funds tracked by Wall St. Rank hold VRTX as of Q4 2018.

  • Kaizen Advisory held 693 shares of Vertex Pharmaceuticals worth $115K as of Q4 2018.
  • Kaizen Advisory bought 92 Vertex Pharmaceuticals shares in Q4 2018, an estimated $15.9K.
  • Vertex Pharmaceuticals made up 0.08% of Kaizen Advisory's portfolio in Q4 2018, its #208 holding.
  • Kaizen Advisory first reported a position in Vertex Pharmaceuticals in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Vertex Pharmaceuticals position peaked at $116K in Q3 2018.
  • 705 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.