Rockbridge Investment Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Rockbridge Investment Management’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 Q1	–	Sell	-50	Closed	-$20.3K	–	617
2023 Q4	$20.3K	Buy	+50	New	+$18.5K	﹤0.01%	325
2022 Q3	–	Sell	-50	Closed	-$14.1K	–	585
2022 Q2	$14.1K	Hold	50	–	–	﹤0.01%	334
2022 Q1	$13.3K	Hold	50	–	–	﹤0.01%	469
2021 Q4	$11K	Hold	50	–	–	﹤0.01%	558
2021 Q3	$9K	Hold	50	–	–	﹤0.01%	541
2021 Q2	$10K	Hold	50	–	–	﹤0.01%	537
2021 Q1	$11K	Buy	50 +20	+67%	+$4.39K	﹤0.01%	499
2020 Q4	$7K	Hold	30	–	–	﹤0.01%	540
2020 Q3	$8K	Hold	30	–	–	﹤0.01%	491
2020 Q2	$9K	Buy	+30	New	+$8.13K	﹤0.01%	443

Other funds holding VRTX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Rockbridge Investment Management's VRTX Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Vertex Pharmaceuticals (VRTX) in Q1 2024, closing a stake of 50 shares — an estimated $20.3K sold.

Rockbridge Investment Management first reported a position in VRTX in Q2 2020 and held it in 10 quarters. The position peaked at $20.3K in Q4 2023. 1,493 funds tracked by Wall St. Rank hold VRTX as of Q1 2024.

Rockbridge Investment Management reported no remaining Vertex Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 50 Vertex Pharmaceuticals shares in Q1 2024, an estimated $20.3K.
Rockbridge Investment Management first reported a position in Vertex Pharmaceuticals in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Vertex Pharmaceuticals position peaked at $20.3K in Q4 2023.
1,493 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.