Lenox Wealth Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$110K	Sell	391 -51	-12%	-$12.1K	0.01%	160
2021 Q4	$97K	Buy	442 +198	+81%	+$38.5K	0.01%	173
2021 Q3	$44K	Hold	244	–	–	0.01%	248
2021 Q2	$49K	Hold	244	–	–	0.01%	237
2021 Q1	$52K	Hold	244	–	–	0.01%	184
2020 Q4	$58K	Hold	244	–	–	0.01%	170
2020 Q3	$66K	Hold	244	–	–	0.01%	138
2020 Q2	$71K	Sell	244 -16	-6%	-$4.34K	0.01%	125
2020 Q1	$62K	Hold	260	–	–	0.01%	121
2019 Q4	$57K	Buy	260 +16	+7%	+$3.24K	0.01%	165
2019 Q3	$41K	Hold	244	–	–	0.01%	174
2019 Q2	$45K	Hold	244	–	–	0.01%	150
2019 Q1	$45K	Hold	244	–	–	0.01%	138
2018 Q4	$40K	Hold	244	–	–	0.01%	139
2018 Q3	$47K	Sell	244 -118	-33%	-$21K	0.01%	143
2018 Q2	$62K	Sell	362 -180	-33%	-$27.9K	0.01%	120
2018 Q1	$88K	Buy	542 +498	+1,132%	+$81.3K	0.02%	112
2017 Q4	$7K	Buy	+44	New	+$6.51K	﹤0.01%	195
2016 Q1	–	Sell	-49	Closed	-$6K	–	414
2015 Q4	$6K	Sell	49 -15	-23%	-$1.81K	﹤0.01%	214
2015 Q3	$7K	Hold	64	–	–	﹤0.01%	220
2015 Q2	$8K	Hold	64	–	–	﹤0.01%	166
2015 Q1	$8K	Hold	64	–	–	﹤0.01%	183
2014 Q4	$8K	Sell	64 -64	-50%	-$7.21K	﹤0.01%	189
2014 Q3	$14K	Hold	128	–	–	0.01%	157
2014 Q2	$12K	Buy	128 +64	+100%	+$4.49K	0.01%	137
2014 Q1	$5K	Sell	64 -30	-32%	-$2.38K	﹤0.01%	170
2013 Q4	$7K	Buy	94 +30	+47%	+$2.09K	﹤0.01%	205
2013 Q3	$5K	Hold	64	–	–	﹤0.01%	172
2013 Q2	$5K	Buy	+64	New	+$4.71K	0.01%	191

Other funds holding VRTX

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Lenox Wealth Advisors's VRTX Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Vertex Pharmaceuticals (VRTX) stake by 12% in Q1 2022, selling an estimated $12.1K and leaving 391 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #160.

Lenox Wealth Advisors first reported a position in VRTX in Q2 2013 and has held it in 29 quarters since. 1,071 funds tracked by Wall St. Rank hold VRTX as of Q1 2022.

Lenox Wealth Advisors held 391 shares of Vertex Pharmaceuticals worth $110K as of Q1 2022.
Lenox Wealth Advisors sold 51 Vertex Pharmaceuticals shares in Q1 2022, an estimated $12.1K.
Vertex Pharmaceuticals made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #160 holding.
Lenox Wealth Advisors first reported a position in Vertex Pharmaceuticals in Q2 2013 and has held it in 29 quarters since.
1,071 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.