Lenox Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Lenox Wealth Management’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
2020 Q2	$103K	Buy	357 +158	+79%	+$42.8K	0.03%	198
2020 Q1	$47K	Buy	199 +9	+5%	+$2.06K	0.02%	250
2019 Q4	$42K	Buy	190 +20	+12%	+$4.05K	0.01%	283
2019 Q3	$28K	Hold	170	–	–	0.01%	320
2019 Q2	$31K	Buy	170 +3	+2%	+$524	0.01%	291
2019 Q1	$31K	Buy	167 +27	+19%	+$4.99K	0.01%	284
2018 Q4	$23K	Buy	140 +14	+11%	+$2.43K	0.01%	277
2018 Q3	$24K	Buy	126 +21	+20%	+$3.74K	0.01%	302
2018 Q2	$18K	Sell	105 -2	-2%	-$310	0.01%	307
2018 Q1	$17K	Sell	107 -90	-46%	-$14.7K	0.01%	311
2017 Q4	$30K	Sell	197 -25	-11%	-$3.7K	0.01%	272
2017 Q3	$33K	Buy	222 +87	+64%	+$13.1K	0.01%	270
2017 Q2	$17K	Buy	+135	New	+$16.3K	0.01%	329

Other funds holding VRTX

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lenox Wealth Management's VRTX Position: Q2 2020 in Review

Lenox Wealth Management increased its Vertex Pharmaceuticals (VRTX) stake by 79% in Q2 2020, buying an estimated $42.8K and bringing the position to 357 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #198.

Lenox Wealth Management first reported a position in VRTX in Q2 2017 and has held it in 13 quarters since. 963 funds tracked by Wall St. Rank hold VRTX as of Q2 2020.

Lenox Wealth Management held 357 shares of Vertex Pharmaceuticals worth $103K as of Q2 2020.
Lenox Wealth Management bought 158 Vertex Pharmaceuticals shares in Q2 2020, an estimated $42.8K.
Vertex Pharmaceuticals made up 0.03% of Lenox Wealth Management's portfolio in Q2 2020, its #198 holding.
Lenox Wealth Management first reported a position in Vertex Pharmaceuticals in Q2 2017 and has held it in 13 quarters since.
963 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.