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SSWM
Sheets Smith Wealth Management’s
Vertex Pharmaceuticals
VRTX
Stock Holding History
Sheets Smith 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
2024
Q2
–
Sell
-726
Closed
-$303K
–
405
2024
Q1
$303K
Hold
726
–
–
0.03%
320
2023
Q4
$295K
Buy
+726
New
+$268K
0.04%
289
2020
Q4
–
Sell
-1,904
Closed
-$518K
–
344
2020
Q3
$518K
Buy
+1,904
New
+$525K
0.09%
177
2020
Q2
–
Sell
-2,605
Closed
-$620K
–
290
2020
Q1
$620K
Buy
2,605
+191
+8%
+$43.8K
0.13%
143
2019
Q4
$525K
Buy
+2,414
New
+$489K
0.1%
208
2019
Q2
–
Sell
-4,407
Closed
-$811K
–
333
2019
Q1
$811K
Buy
4,407
+1,235
+39%
+$228K
0.18%
141
2018
Q4
$526K
Sell
3,172
-6
-0.2%
-$1.04K
0.14%
155
2018
Q3
$613K
Buy
+3,178
New
+$566K
0.13%
185
2018
Q2
–
Sell
-4,619
Closed
-$753K
–
336
2018
Q1
$753K
Buy
4,619
+317
+7%
+$51.8K
0.18%
139
2017
Q4
$645K
Buy
4,302
+81
+2%
+$12K
0.15%
167
2017
Q3
$642K
Buy
4,221
+1,748
+71%
+$263K
0.16%
161
2017
Q2
$319K
Buy
+2,473
New
+$298K
0.08%
219
Other funds holding VRTX
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$733B AUM
35.63%
1-Year Est. Return
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Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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