Sugarloaf Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Sugarloaf 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 Q4	$1.61K	Hold	4	–	–	﹤0.01%	636
2024 Q3	$1.86K	Hold	4	–	–	﹤0.01%	622
2024 Q2	$1.88K	Hold	4	–	–	﹤0.01%	591
2024 Q1	$1.67K	Hold	4	–	–	﹤0.01%	600
2023 Q4	$1.63K	Hold	4	–	–	﹤0.01%	612
2023 Q3	$1.39K	Hold	4	–	–	﹤0.01%	617
2023 Q2	$1.41K	Hold	4	–	–	﹤0.01%	632
2023 Q1	$1.26K	Sell	4 -12	-75%	-$3.6K	﹤0.01%	635
2022 Q4	$4.62K	Buy	16 +12	+300%	+$3.66K	﹤0.01%	589
2022 Q3	$2K	Hold	4	–	–	﹤0.01%	727
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	766
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	704
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	732
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	747
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	737
2021 Q1	$1	Hold	4	–	–	﹤0.01%	729
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	698
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	653
2020 Q2	$1K	Hold	4	–	–	﹤0.01%	655
2020 Q1	$1K	Hold	4	–	–	﹤0.01%	665
2019 Q4	$1K	Buy	+4	New	+$810	﹤0.01%	682

Other funds holding VRTX

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sugarloaf Wealth Management's VRTX Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Vertex Pharmaceuticals (VRTX) position steady in Q4 2024 at 4 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Sugarloaf Wealth Management first reported a position in VRTX in Q4 2019 and has held it in 21 quarters since. The position peaked at $4.62K in Q4 2022. 1,557 funds tracked by Wall St. Rank hold VRTX as of Q4 2024.

Sugarloaf Wealth Management held 4 shares of Vertex Pharmaceuticals worth $1.61K as of Q4 2024.
Sugarloaf Wealth Management left its Vertex Pharmaceuticals share count unchanged in Q4 2024.
Vertex Pharmaceuticals made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #636 holding.
Sugarloaf Wealth Management first reported a position in Vertex Pharmaceuticals in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Vertex Pharmaceuticals position peaked at $4.62K in Q4 2022.
1,557 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.