Spartan Planning & Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Spartan Planning & 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
2023 Q4	$45.2K	Sell	111 -341	-75%	-$126K	0.05%	146
2023 Q3	$157K	Buy	+452	New	+$158K	0.18%	67
2022 Q4	$113K	Sell	391 -366	-48%	-$112K	0.14%	77
2022 Q3	$219K	Sell	757 -114	-13%	-$32.8K	0.29%	23
2022 Q2	$245K	Sell	871 -89	-9%	-$23.8K	0.33%	26
2022 Q1	$251K	Buy	+960	New	+$228K	0.31%	42

Other funds holding VRTX

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Spartan Planning & Wealth Management's VRTX Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its Vertex Pharmaceuticals (VRTX) stake by 75% in Q4 2023, selling an estimated $126K and leaving 111 shares worth $45.2K. The position accounts for 0.05% of the portfolio, ranked #146.

Spartan Planning & Wealth Management first reported a position in VRTX in Q1 2022 and has held it in 6 quarters since. The position peaked at $251K in Q1 2022. 1,439 funds tracked by Wall St. Rank hold VRTX as of Q4 2023.

Spartan Planning & Wealth Management held 111 shares of Vertex Pharmaceuticals worth $45.2K as of Q4 2023.
Spartan Planning & Wealth Management sold 341 Vertex Pharmaceuticals shares in Q4 2023, an estimated $126K.
Vertex Pharmaceuticals made up 0.05% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #146 holding.
Spartan Planning & Wealth Management first reported a position in Vertex Pharmaceuticals in Q1 2022 and has held it in 6 quarters since.
Spartan Planning & Wealth Management's Vertex Pharmaceuticals position peaked at $251K in Q1 2022.
1,439 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.