Selective Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Selective Wealth 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
2022 Q4	–	Sell	-100	Closed	-$29K	–	711
2022 Q3	$29K	Hold	100	–	–	0.01%	375
2022 Q2	$28K	Hold	100	–	–	0.01%	421
2022 Q1	$26K	Buy	100 +10	+11%	+$2.37K	0.01%	413
2021 Q4	$20K	Sell	90 -100	-53%	-$19.4K	0.01%	413
2021 Q3	$34K	Hold	190	–	–	0.02%	309
2021 Q2	$38K	Buy	190 +40	+27%	+$8.37K	0.03%	213
2021 Q1	$32K	Buy	150 +50	+50%	+$11K	0.03%	157
2020 Q4	$24K	Hold	100	–	–	0.02%	169
2020 Q3	$27K	Hold	100	–	–	0.02%	132
2020 Q2	$29K	Hold	100	–	–	0.02%	139
2020 Q1	$24K	Hold	100	–	–	0.04%	94
2019 Q4	$22K	Hold	100	–	–	0.03%	116
2019 Q3	$17K	Buy	+100	New	+$17.7K	0.02%	134
2018 Q3	$19K	Buy	+100	New	+$17.8K	0.23%	59

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Selective Wealth Management's VRTX Position: Q4 2022 in Review

Selective Wealth Management sold out of Vertex Pharmaceuticals (VRTX) in Q4 2022, closing a stake of 100 shares — an estimated $29K sold.

Selective Wealth Management first reported a position in VRTX in Q3 2018 and held it in 14 quarters. The position peaked at $38K in Q2 2021. 1,222 funds tracked by Wall St. Rank hold VRTX as of Q4 2022.

Selective Wealth Management reported no remaining Vertex Pharmaceuticals position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 100 Vertex Pharmaceuticals shares in Q4 2022, an estimated $29K.
Selective Wealth Management first reported a position in Vertex Pharmaceuticals in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's Vertex Pharmaceuticals position peaked at $38K in Q2 2021.
1,222 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.