Ropes Wealth Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Ropes 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
2023 Q3	$951K	Sell	2,735 -444	-14%	-$155K	0.18%	108
2023 Q2	$1.12M	Buy	3,179 +120	+4%	+$40.4K	0.19%	110
2023 Q1	$964K	Buy	3,059 +672	+28%	+$202K	0.17%	123
2022 Q4	$689K	Buy	2,387 +1,687	+241%	+$514K	0.12%	138
2022 Q3	$203K	Buy	+700	New	+$201K	0.04%	244
2021 Q1	–	Sell	-550	Closed	-$130K	–	774
2020 Q4	$130K	Hold	550	–	–	0.02%	279
2020 Q3	$150K	Hold	550	–	–	0.03%	226
2020 Q2	$160K	Hold	550	–	–	0.03%	205
2020 Q1	$131K	Hold	550	–	–	0.03%	206
2019 Q4	$120K	Sell	550 -100	-15%	-$20.2K	0.03%	256
2019 Q3	$110K	Buy	650 +100	+18%	+$17.7K	0.02%	272
2019 Q2	$101K	Hold	550	–	–	0.02%	275
2019 Q1	$101K	Buy	550 +430	+358%	+$79.4K	0.03%	266
2018 Q4	$20K	Hold	120	–	–	0.01%	378
2018 Q3	$23K	Hold	120	–	–	0.01%	393
2018 Q2	$20K	Hold	120	–	–	0.01%	415
2018 Q1	$20K	Hold	120	–	–	0.01%	403
2017 Q4	$18K	Hold	120	–	–	﹤0.01%	461
2017 Q3	$18K	Buy	120 +60	+100%	+$9.03K	﹤0.01%	423
2017 Q2	$8K	Buy	60 +58	+2,900%	+$6.98K	﹤0.01%	466
2017 Q1	$0	Buy	+2	New	+$176	﹤0.01%	565
2016 Q2	–	Sell	-8	Closed	-$1K	–	529
2016 Q1	$1K	Sell	8 -25	-76%	-$2.26K	﹤0.01%	437
2015 Q4	$4K	Buy	33 +6	+22%	+$724	﹤0.01%	374
2015 Q3	$3K	Buy	+27	New	+$3.47K	﹤0.01%	373

Other funds holding VRTX

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Ropes Wealth Advisors's VRTX Position: Q3 2023 in Review

Ropes Wealth Advisors reduced its Vertex Pharmaceuticals (VRTX) stake by 14% in Q3 2023, selling an estimated $155K and leaving 2,735 shares worth $951K. The position accounts for 0.18% of the portfolio, ranked #108.

Ropes Wealth Advisors first reported a position in VRTX in Q3 2015 and has held it in 24 quarters since. The position peaked at $1.12M in Q2 2023. 1,277 funds tracked by Wall St. Rank hold VRTX as of Q3 2023.

Ropes Wealth Advisors held 2,735 shares of Vertex Pharmaceuticals worth $951K as of Q3 2023.
Ropes Wealth Advisors sold 444 Vertex Pharmaceuticals shares in Q3 2023, an estimated $155K.
Vertex Pharmaceuticals made up 0.18% of Ropes Wealth Advisors's portfolio in Q3 2023, its #108 holding.
Ropes Wealth Advisors first reported a position in Vertex Pharmaceuticals in Q3 2015 and has held it in 24 quarters since.
Ropes Wealth Advisors's Vertex Pharmaceuticals position peaked at $1.12M in Q2 2023.
1,277 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.