Lake Street Private Wealth’s Vertex Pharmaceuticals VRTX Stock Holding History

Lake Street Private Wealth’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	–	Sell	-5,185	Closed	-$2.41M	–	271
2024 Q3	$2.41M	Buy	5,185 +3,528	+213%	+$1.69M	0.39%	71
2024 Q2	$777K	Sell	1,657 -1,846	-53%	-$801K	0.1%	171
2024 Q1	$1.46M	Buy	3,503 +1,949	+125%	+$824K	0.2%	122
2023 Q4	$632K	Sell	1,554 -550	-26%	-$203K	0.1%	181
2023 Q3	$742K	Sell	2,104 -38	-2%	-$13.3K	0.13%	150
2023 Q2	$754K	Buy	2,142 +47	+2%	+$15.8K	0.13%	152
2023 Q1	$660K	Buy	+2,095	New	+$628K	0.12%	161

Other funds holding VRTX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Lake Street Private Wealth's VRTX Position: Q4 2024 in Review

Lake Street Private Wealth sold out of Vertex Pharmaceuticals (VRTX) in Q4 2024, closing a stake of 5,185 shares — an estimated $2.41M sold.

Lake Street Private Wealth first reported a position in VRTX in Q1 2023 and held it in 7 quarters. The position peaked at $2.41M in Q3 2024. 1,557 funds tracked by Wall St. Rank hold VRTX as of Q4 2024.

Lake Street Private Wealth reported no remaining Vertex Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
Lake Street Private Wealth sold 5,185 Vertex Pharmaceuticals shares in Q4 2024, an estimated $2.41M.
Lake Street Private Wealth first reported a position in Vertex Pharmaceuticals in Q1 2023 and held it in 7 quarters.
Lake Street Private Wealth's Vertex Pharmaceuticals position peaked at $2.41M in Q3 2024.
1,557 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2024.

Based on Lake Street Private Wealth's 13F filing for Q4 2024, filed 15 Jan 2025.