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Lake Street Advisors Group’s Vertex Pharmaceuticals VRTX Stock Holding History

Lake Street Advisors Group’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
Q4 		$1.14M Buy
2,838
+222
+8% +$103K 0.05% 205
2024
Q3 		$1.22M Sell
2,616
-2,681
-51% -$1.29M 0.06% 187
2024
Q2 		$2.48M Buy
5,297
+76
+1% +$33K 0.12% 109
2024
Q1 		$2.18M Buy
5,221
+263
+5% +$111K 0.1% 133
2023
Q4 		$2.02M Buy
+4,958
New +$1.83M 0.1% 135
2021
Q2 		– Sell
-1,045
Closed -$225K – 354
2021
Q1 		$225K Buy
1,045
+23
+2% +$5.05K 0.02% 286
2020
Q4 		$242K Sell
1,022
-100
-9% -$22.9K 0.02% 265
2020
Q3 		$305K Buy
1,122
+66
+6% +$18.2K 0.03% 207
2020
Q2 		$307K Buy
1,056
+149
+16% +$40.4K 0.03% 196
2020
Q1 		$216K Buy
+907
New +$208K 0.03% 219

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Lake Street Advisors Group's VRTX Position: Q4 2024 in Review

Lake Street Advisors Group increased its Vertex Pharmaceuticals (VRTX) stake by 8.5% in Q4 2024, buying an estimated $103K and bringing the position to 2,838 shares worth $1.14M. The position accounts for 0.05% of the portfolio, ranked #205.

Lake Street Advisors Group first reported a position in VRTX in Q1 2020 and has held it in 10 quarters since. The position peaked at $2.48M in Q2 2024. 1,558 funds tracked by Wall St. Rank hold VRTX as of Q4 2024.

  • Lake Street Advisors Group held 2,838 shares of Vertex Pharmaceuticals worth $1.14M as of Q4 2024.
  • Lake Street Advisors Group bought 222 Vertex Pharmaceuticals shares in Q4 2024, an estimated $103K.
  • Vertex Pharmaceuticals made up 0.05% of Lake Street Advisors Group's portfolio in Q4 2024, its #205 holding.
  • Lake Street Advisors Group first reported a position in Vertex Pharmaceuticals in Q1 2020 and has held it in 10 quarters since.
  • Lake Street Advisors Group's Vertex Pharmaceuticals position peaked at $2.48M in Q2 2024.
  • 1,558 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.