Steward Financial Group’s Vertex Pharmaceuticals VRTX Stock Holding History

Steward Financial Group’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 Q3	$42K	Hold	123	–	–	0.01%	169
2023 Q2	$43K	Sell	123 -1	-0.8%	-$337	0.01%	162
2023 Q1	$39K	Buy	124 +25	+25%	+$7.5K	0.01%	102
2022 Q4	$28K	Buy	+99	New	+$30.2K	0.01%	102
2022 Q3	–	Sell	-99	Closed	-$27K	–	1287
2022 Q2	$27K	Sell	99 -33	-25%	-$8.83K	0.02%	142
2022 Q1	$34K	Buy	+132	New	+$31.3K	0.03%	113

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Steward Financial Group's VRTX Position: Q3 2023 in Review

Steward Financial Group held its Vertex Pharmaceuticals (VRTX) position steady in Q3 2023 at 123 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #169.

Steward Financial Group first reported a position in VRTX in Q1 2022 and has held it in 6 quarters since. The position peaked at $43K in Q2 2023. 1,277 funds tracked by Wall St. Rank hold VRTX as of Q3 2023.

Steward Financial Group held 123 shares of Vertex Pharmaceuticals worth $42K as of Q3 2023.
Steward Financial Group left its Vertex Pharmaceuticals share count unchanged in Q3 2023.
Vertex Pharmaceuticals made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #169 holding.
Steward Financial Group first reported a position in Vertex Pharmaceuticals in Q1 2022 and has held it in 6 quarters since.
Steward Financial Group's Vertex Pharmaceuticals position peaked at $43K in Q2 2023.
1,277 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.