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Outlook Wealth Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Outlook Wealth 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
2024
Q4 		– Sell
-892
Closed -$415K – 280
2024
Q3 		$415K Buy
892
+24
+3% +$11.5K 0.12% 148
2024
Q2 		$407K Buy
868
+239
+38% +$104K 0.13% 160
2024
Q1 		$263K Buy
+629
New +$266K 0.08% 229
2020
Q3 		– Sell
-1,625
Closed -$472K – 174
2020
Q2 		$472K Buy
+1,625
New +$441K 0.2% 103

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Outlook Wealth Advisors's VRTX Position: Q4 2024 in Review

Outlook Wealth Advisors sold out of Vertex Pharmaceuticals (VRTX) in Q4 2024, closing a stake of 892 shares — an estimated $415K sold.

Outlook Wealth Advisors first reported a position in VRTX in Q2 2020 and held it in 4 quarters. The position peaked at $472K in Q2 2020. 1,557 funds tracked by Wall St. Rank hold VRTX as of Q4 2024.

  • Outlook Wealth Advisors reported no remaining Vertex Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 892 Vertex Pharmaceuticals shares in Q4 2024, an estimated $415K.
  • Outlook Wealth Advisors first reported a position in Vertex Pharmaceuticals in Q2 2020 and held it in 4 quarters.
  • Outlook Wealth Advisors's Vertex Pharmaceuticals position peaked at $472K in Q2 2020.
  • 1,557 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2024.

Based on Outlook Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.