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New England Capital Financial Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

New England Capital Financial 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
2023
Q4 		– Sell
-275
Closed -$95.6K – 410
2023
Q3 		$95.6K Hold
275
– – 0.07% 75
2023
Q2 		$96.8K Hold
275
– – 0.06% 78
2023
Q1 		$86.6K Hold
275
– – 0.06% 80
2022
Q4 		$85.2K Buy
+275
New +$83.8K 0.06% 83

Other funds holding VRTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

New England Capital Financial Advisors's VRTX Position: Q4 2023 in Review

New England Capital Financial Advisors sold out of Vertex Pharmaceuticals (VRTX) in Q4 2023, closing a stake of 275 shares — an estimated $95.6K sold.

New England Capital Financial Advisors first reported a position in VRTX in Q4 2022 and held it in 4 quarters. The position peaked at $96.8K in Q2 2023. 1,439 funds tracked by Wall St. Rank hold VRTX as of Q4 2023.

  • New England Capital Financial Advisors reported no remaining Vertex Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 275 Vertex Pharmaceuticals shares in Q4 2023, an estimated $95.6K.
  • New England Capital Financial Advisors first reported a position in Vertex Pharmaceuticals in Q4 2022 and held it in 4 quarters.
  • New England Capital Financial Advisors's Vertex Pharmaceuticals position peaked at $96.8K in Q2 2023.
  • 1,439 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2023.

Based on New England Capital Financial Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.