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Litman Gregory Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Litman Gregory 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
2019
Q4 		– Sell
-7
Closed -$1K – 263
2019
Q3 		$1K Sell
7
-7
-50% -$1.24K ﹤0.01% 217
2019
Q2 		$3K Buy
+14
New +$2.45K ﹤0.01% 208

Other funds holding VRTX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Litman Gregory Wealth Management's VRTX Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of Vertex Pharmaceuticals (VRTX) in Q4 2019, closing a stake of 7 shares — an estimated $1K sold.

Litman Gregory Wealth Management first reported a position in VRTX in Q2 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 813 funds tracked by Wall St. Rank hold VRTX as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining Vertex Pharmaceuticals position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 7 Vertex Pharmaceuticals shares in Q4 2019, an estimated $1K.
  • Litman Gregory Wealth Management first reported a position in Vertex Pharmaceuticals in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Vertex Pharmaceuticals position peaked at $3K in Q2 2019.
  • 813 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.