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Next Financial Group’s Vertex Pharmaceuticals VRTX Stock Holding History

Next Financial Group’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
2021
Q4 		$469K Buy
2,135
+1,707
+399% +$332K 0.03% 573
2021
Q3 		$78K Sell
428
-2,465
-85% -$481K 0.01% 1224
2021
Q2 		$583K Buy
2,893
+515
+22% +$108K 0.05% 403
2021
Q1 		$511K Buy
2,378
+619
+35% +$136K 0.05% 413
2020
Q4 		$416K Buy
1,759
+176
+11% +$40.4K 0.04% 439
2020
Q3 		$430K Sell
1,583
-37
-2% -$10.2K 0.05% 364
2020
Q2 		$470K Sell
1,620
-14
-0.9% -$3.8K 0.05% 313
2020
Q1 		$389K Sell
1,634
-52
-3% -$11.9K 0.05% 333
2019
Q4 		$369K Buy
1,686
+14
+0.8% +$2.83K 0.04% 446
2019
Q3 		$283K Buy
1,672
+480
+40% +$84.9K 0.03% 525
2019
Q2 		$219K Buy
1,192
+462
+63% +$80.8K 0.02% 629
2019
Q1 		$134K Buy
+730
New +$135K 0.03% 461
2018
Q4 		– Sell
-5
Closed -$1K – 2114
2018
Q3 		$1K Buy
+5
New +$890 ﹤0.01% 1436
2017
Q4 		– Sell
-66
Closed -$10K – 1401
2017
Q3 		$10K Buy
66
+5
+8% +$753 ﹤0.01% 1228
2017
Q2 		$8K Sell
61
-400
-87% -$48.2K ﹤0.01% 1417
2017
Q1 		$55K Hold
461
– – 0.02% 687
2016
Q4 		$34K Sell
461
-100
-18% -$8.14K 0.01% 1117
2016
Q3 		$49K Sell
561
-102
-15% -$9.64K 0.01% 950
2016
Q2 		$57K Hold
663
– – 0.02% 620
2016
Q1 		$52K Sell
663
-150
-18% -$13.6K 0.02% 611
2015
Q4 		$102K Hold
813
– – 0.04% 416
2015
Q3 		$84K Hold
813
– – 0.03% 483
2015
Q2 		$100K Hold
813
– – 0.03% 467
2015
Q1 		$95K Sell
813
-50
-6% -$5.99K 0.03% 481
2014
Q4 		$103K Sell
863
-50
-5% -$5.63K 0.03% 444
2014
Q3 		$103K Buy
+913
New +$86.9K 0.02% 649

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Next Financial Group's VRTX Position: Q4 2021 in Review

Next Financial Group increased its Vertex Pharmaceuticals (VRTX) stake by 399% in Q4 2021, buying an estimated $332K and bringing the position to 2,135 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #573.

Next Financial Group first reported a position in VRTX in Q3 2014 and has held it in 26 quarters since. The position peaked at $583K in Q2 2021. 1,033 funds tracked by Wall St. Rank hold VRTX as of Q4 2021.

  • Next Financial Group held 2,135 shares of Vertex Pharmaceuticals worth $469K as of Q4 2021.
  • Next Financial Group bought 1,707 Vertex Pharmaceuticals shares in Q4 2021, an estimated $332K.
  • Vertex Pharmaceuticals made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #573 holding.
  • Next Financial Group first reported a position in Vertex Pharmaceuticals in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's Vertex Pharmaceuticals position peaked at $583K in Q2 2021.
  • 1,033 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.