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Oak Family Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Oak Family 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
2021
Q3 		– Sell
-3,713
Closed -$749K – 155
2021
Q2 		$749K Buy
3,713
+1,209
+48% +$253K 0.31% 51
2021
Q1 		$538K Buy
+2,504
New +$550K 0.23% 58

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

Oak Family Advisors's VRTX Position: Q3 2021 in Review

Oak Family Advisors sold out of Vertex Pharmaceuticals (VRTX) in Q3 2021, closing a stake of 3,713 shares — an estimated $749K sold.

Oak Family Advisors first reported a position in VRTX in Q1 2021 and held it in 2 quarters. The position peaked at $749K in Q2 2021. 933 funds tracked by Wall St. Rank hold VRTX as of Q3 2021.

  • Oak Family Advisors reported no remaining Vertex Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • Oak Family Advisors sold 3,713 Vertex Pharmaceuticals shares in Q3 2021, an estimated $749K.
  • Oak Family Advisors first reported a position in Vertex Pharmaceuticals in Q1 2021 and held it in 2 quarters.
  • Oak Family Advisors's Vertex Pharmaceuticals position peaked at $749K in Q2 2021.
  • 933 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2021.

Based on Oak Family Advisors's 13F filing for Q3 2021, filed 10 Nov 2021.