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Summit Wealth Group’s Vertex Pharmaceuticals VRTX Stock Holding History

Summit Wealth 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
2021
Q3 		– Sell
-58
Closed -$12K – 212
2021
Q2 		$12K Hold
58
– – 0.02% 100
2021
Q1 		$12K Buy
+58
New +$12.7K 0.02% 97

Other funds holding VRTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Wealth Group's VRTX Position: Q3 2021 in Review

Summit Wealth Group sold out of Vertex Pharmaceuticals (VRTX) in Q3 2021, closing a stake of 58 shares — an estimated $12K sold.

Summit Wealth Group first reported a position in VRTX in Q1 2021 and held it in 2 quarters. The position peaked at $12K in Q2 2021. 933 funds tracked by Wall St. Rank hold VRTX as of Q3 2021.

  • Summit Wealth Group reported no remaining Vertex Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 58 Vertex Pharmaceuticals shares in Q3 2021, an estimated $12K.
  • Summit Wealth Group first reported a position in Vertex Pharmaceuticals in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's Vertex Pharmaceuticals position peaked at $12K in Q2 2021.
  • 933 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.