LM Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

LM 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
2024 Q2	–	Sell	-763	Closed	-$319K	–	219
2024 Q1	$319K	Hold	763	–	–	0.05%	173
2023 Q4	$310K	Buy	+763	New	+$282K	0.06%	147

Other funds holding VRTX

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

LM Advisors's VRTX Position: Q2 2024 in Review

LM Advisors sold out of Vertex Pharmaceuticals (VRTX) in Q2 2024, closing a stake of 763 shares — an estimated $319K sold.

LM Advisors first reported a position in VRTX in Q4 2023 and held it in 2 quarters. The position peaked at $319K in Q1 2024. 1,546 funds tracked by Wall St. Rank hold VRTX as of Q2 2024.

LM Advisors reported no remaining Vertex Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
LM Advisors sold 763 Vertex Pharmaceuticals shares in Q2 2024, an estimated $319K.
LM Advisors first reported a position in Vertex Pharmaceuticals in Q4 2023 and held it in 2 quarters.
LM Advisors's Vertex Pharmaceuticals position peaked at $319K in Q1 2024.
1,546 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2024.

Based on LM Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.