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Stamos Capital Partners’s Vertex Pharmaceuticals VRTX Stock Holding History

Stamos Capital Partners’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
Q3 		– Sell
-1,100
Closed -$516K – 138
2024
Q2 		$516K Sell
1,100
-110
-9% -$47.7K 0.11% 125
2024
Q1 		$506K Sell
1,210
-30
-2% -$12.7K 0.11% 105
2023
Q4 		$505K Sell
1,240
-1,630
-57% -$602K 0.14% 103
2023
Q3 		$998K Buy
+2,870
New +$1M 0.22% 94

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Stamos Capital Partners's VRTX Position: Q3 2024 in Review

Stamos Capital Partners sold out of Vertex Pharmaceuticals (VRTX) in Q3 2024, closing a stake of 1,100 shares — an estimated $516K sold.

Stamos Capital Partners first reported a position in VRTX in Q3 2023 and held it in 4 quarters. The position peaked at $998K in Q3 2023. 1,544 funds tracked by Wall St. Rank hold VRTX as of Q3 2024.

  • Stamos Capital Partners reported no remaining Vertex Pharmaceuticals position as of Q3 2024 after selling out during the quarter.
  • Stamos Capital Partners sold 1,100 Vertex Pharmaceuticals shares in Q3 2024, an estimated $516K.
  • Stamos Capital Partners first reported a position in Vertex Pharmaceuticals in Q3 2023 and held it in 4 quarters.
  • Stamos Capital Partners's Vertex Pharmaceuticals position peaked at $998K in Q3 2023.
  • 1,544 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2024.

Based on Stamos Capital Partners's 13F filing for Q3 2024, filed 13 Nov 2024.