Strategic Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Strategic 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
2021 Q4	$1.06M	Sell	4,841 -40	-0.8%	-$7.78K	0.53%	56
2021 Q3	$885K	Sell	4,881 -8	-0.2%	-$1.56K	0.46%	53
2021 Q2	$986K	Buy	4,889 +196	+4%	+$41K	0.53%	52
2021 Q1	$1.01M	Hold	4,693	–	–	0.6%	46
2020 Q4	$1.11M	Sell	4,693 -25	-0.5%	-$5.74K	0.68%	45
2020 Q3	$1.28M	Sell	4,718 -282	-6%	-$77.8K	0.96%	40
2020 Q2	$1.45M	Buy	+5,000	New	+$1.36M	1.34%	24

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Strategic Wealth Management's VRTX Position: Q4 2021 in Review

Strategic Wealth Management reduced its Vertex Pharmaceuticals (VRTX) stake by 0.82% in Q4 2021, selling an estimated $7.78K and leaving 4,841 shares worth $1.06M. The position accounts for 0.53% of the portfolio, ranked #56.

Strategic Wealth Management first reported a position in VRTX in Q2 2020 and has held it in 7 quarters since. The position peaked at $1.45M in Q2 2020. 1,033 funds tracked by Wall St. Rank hold VRTX as of Q4 2021.

Strategic Wealth Management held 4,841 shares of Vertex Pharmaceuticals worth $1.06M as of Q4 2021.
Strategic Wealth Management sold 40 Vertex Pharmaceuticals shares in Q4 2021, an estimated $7.78K.
Vertex Pharmaceuticals made up 0.53% of Strategic Wealth Management's portfolio in Q4 2021, its #56 holding.
Strategic Wealth Management first reported a position in Vertex Pharmaceuticals in Q2 2020 and has held it in 7 quarters since.
Strategic Wealth Management's Vertex Pharmaceuticals position peaked at $1.45M in Q2 2020.
1,033 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.