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Lucia Wealth Services’s Vertex Pharmaceuticals VRTX Stock Holding History

Lucia Wealth Services’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
Q3 		$1.27M Buy
4,687
+893
+24% +$246K 0.3% 61
2020
Q2 		$1.1M Buy
3,794
+55
+1% +$14.9K 0.29% 57
2020
Q1 		$890K Buy
+3,739
New +$858K 0.29% 59

Other funds holding VRTX

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
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lucia Wealth Services's VRTX Position: Q3 2020 in Review

Lucia Wealth Services increased its Vertex Pharmaceuticals (VRTX) stake by 24% in Q3 2020, buying an estimated $246K and bringing the position to 4,687 shares worth $1.27M. The position accounts for 0.3% of the portfolio, ranked #61.

Lucia Wealth Services first reported a position in VRTX in Q1 2020 and has held it in 3 quarters since. 950 funds tracked by Wall St. Rank hold VRTX as of Q3 2020.

  • Lucia Wealth Services held 4,687 shares of Vertex Pharmaceuticals worth $1.27M as of Q3 2020.
  • Lucia Wealth Services bought 893 Vertex Pharmaceuticals shares in Q3 2020, an estimated $246K.
  • Vertex Pharmaceuticals made up 0.3% of Lucia Wealth Services's portfolio in Q3 2020, its #61 holding.
  • Lucia Wealth Services first reported a position in Vertex Pharmaceuticals in Q1 2020 and has held it in 3 quarters since.
  • 950 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.