Leelyn Smith’s Vertex Pharmaceuticals VRTX Stock Holding History

Leelyn Smith’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	-473	Closed	-$220K	–	138
2024 Q3	$220K	Sell	473 -5	-1%	-$2.4K	0.04%	121
2024 Q2	$224K	Sell	478 -13	-3%	-$5.64K	0.04%	117
2024 Q1	$205K	Buy	+491	New	+$208K	0.04%	124
2023 Q3	–	Sell	-853	Closed	-$300K	–	119
2023 Q2	$300K	Sell	853 -172	-17%	-$58K	0.07%	103
2023 Q1	$323K	Sell	1,025 -840	-45%	-$252K	0.08%	102
2022 Q4	$303K	Buy	1,865 +1,049	+129%	+$320K	0.08%	103
2022 Q3	$236K	Sell	816 -1,826	-69%	-$525K	0.08%	99
2022 Q2	$744K	Sell	2,642 -2,254	-46%	-$603K	0.19%	82
2022 Q1	$1.28M	Buy	4,896 +146	+3%	+$34.6K	0.33%	69
2021 Q4	$1.04M	Buy	4,750 +551	+13%	+$107K	0.28%	78
2021 Q3	$762K	Buy	4,199 +69	+2%	+$13.5K	0.22%	81
2021 Q2	$833K	Sell	4,130 -587	-12%	-$123K	0.25%	78
2021 Q1	$1.01M	Buy	+4,717	New	+$1.04M	0.3%	77

Other funds holding VRTX

Capital World Investors

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

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