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Okabena Investment Services’s Vertex Pharmaceuticals VRTX Stock Holding History

Okabena Investment 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
2023
Q2 		– Sell
-16
Closed -$5.04K – 247
2023
Q1 		$5.04K Buy
16
+9
+129% +$2.7K ﹤0.01% 125
2022
Q4 		$2.02K Buy
+7
New +$2.13K ﹤0.01% 189

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Okabena Investment Services's VRTX Position: Q2 2023 in Review

Okabena Investment Services sold out of Vertex Pharmaceuticals (VRTX) in Q2 2023, closing a stake of 16 shares — an estimated $5.04K sold.

Okabena Investment Services first reported a position in VRTX in Q4 2022 and held it in 2 quarters. The position peaked at $5.04K in Q1 2023. 1,285 funds tracked by Wall St. Rank hold VRTX as of Q2 2023.

  • Okabena Investment Services reported no remaining Vertex Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 16 Vertex Pharmaceuticals shares in Q2 2023, an estimated $5.04K.
  • Okabena Investment Services first reported a position in Vertex Pharmaceuticals in Q4 2022 and held it in 2 quarters.
  • Okabena Investment Services's Vertex Pharmaceuticals position peaked at $5.04K in Q1 2023.
  • 1,285 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.