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One Wealth Management Investment & Advisory Services’s Vertex Pharmaceuticals VRTX Stock Holding History

One Wealth Management Investment & Advisory 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
2024
Q3 		– Sell
-747
Closed -$350K – 130
2024
Q2 		$350K Buy
747
+24
+3% +$10.4K 0.14% 79
2024
Q1 		$302K Buy
723
+168
+30% +$71K 0.12% 93
2023
Q4 		$226K Buy
+555
New +$205K 0.1% 111

Other funds holding VRTX

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's VRTX Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Vertex Pharmaceuticals (VRTX) in Q3 2024, closing a stake of 747 shares — an estimated $350K sold.

One Wealth Management Investment & Advisory Services first reported a position in VRTX in Q4 2023 and held it in 3 quarters. The position peaked at $350K in Q2 2024. 1,545 funds tracked by Wall St. Rank hold VRTX as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Vertex Pharmaceuticals position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 747 Vertex Pharmaceuticals shares in Q3 2024, an estimated $350K.
  • One Wealth Management Investment & Advisory Services first reported a position in Vertex Pharmaceuticals in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's Vertex Pharmaceuticals position peaked at $350K in Q2 2024.
  • 1,545 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.