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Lee Financial’s Vertex Pharmaceuticals VRTX Stock Holding History

Lee Financial’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
Q1 		– Sell
-133
Closed -$54.1K – 805
2023
Q4 		$54.1K Buy
133
+90
+209% +$33.2K 0.01% 227
2023
Q3 		$15K Buy
43
+10
+30% +$3.5K ﹤0.01% 345
2023
Q2 		$11.6K Buy
33
+20
+154% +$6.74K ﹤0.01% 385
2023
Q1 		$4.1K Sell
13
-3
-19% -$900 ﹤0.01% 560
2022
Q4 		$4.62K Hold
16
– – ﹤0.01% 559
2022
Q3 		$5K Hold
16
– – ﹤0.01% 554
2022
Q2 		$5K Buy
16
+10
+167% +$2.68K ﹤0.01% 570
2022
Q1 		$2K Sell
6
-89
-94% -$21.1K ﹤0.01% 688
2021
Q4 		$21K Buy
95
+89
+1,483% +$17.3K ﹤0.01% 369
2021
Q3 		$1K Sell
6
-4
-40% -$781 ﹤0.01% 688
2021
Q2 		$2K Buy
+10
New +$2.09K ﹤0.01% 628
2018
Q3 		– Sell
-21
Closed -$4K – 727
2018
Q2 		$4K Sell
21
-3
-13% -$465 ﹤0.01% 663
2018
Q1 		$4K Buy
+24
New +$3.92K ﹤0.01% 652

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Lee Financial's VRTX Position: Q1 2024 in Review

Lee Financial sold out of Vertex Pharmaceuticals (VRTX) in Q1 2024, closing a stake of 133 shares — an estimated $54.1K sold.

Lee Financial first reported a position in VRTX in Q1 2018 and held it in 13 quarters. The position peaked at $54.1K in Q4 2023. 1,497 funds tracked by Wall St. Rank hold VRTX as of Q1 2024.

  • Lee Financial reported no remaining Vertex Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 133 Vertex Pharmaceuticals shares in Q1 2024, an estimated $54.1K.
  • Lee Financial first reported a position in Vertex Pharmaceuticals in Q1 2018 and held it in 13 quarters.
  • Lee Financial's Vertex Pharmaceuticals position peaked at $54.1K in Q4 2023.
  • 1,497 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.