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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sheets Smith Wealth Management's VRTX Position: Q2 2024 in Review

Sheets Smith Wealth Management sold out of Vertex Pharmaceuticals (VRTX) in Q2 2024, closing a stake of 726 shares — an estimated $303K sold.

Sheets Smith Wealth Management first reported a position in VRTX in Q2 2017 and held it in 12 quarters. The position peaked at $811K in Q1 2019. 1,549 funds tracked by Wall St. Rank hold VRTX as of Q2 2024.

Sheets Smith Wealth Management reported no remaining Vertex Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
Sheets Smith Wealth Management sold 726 Vertex Pharmaceuticals shares in Q2 2024, an estimated $303K.
Sheets Smith Wealth Management first reported a position in Vertex Pharmaceuticals in Q2 2017 and held it in 12 quarters.
Sheets Smith Wealth Management's Vertex Pharmaceuticals position peaked at $811K in Q1 2019.
1,549 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.