Telemus Capital’s Vertex Pharmaceuticals VRTX Stock Holding History

Telemus Capital’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 Q4	$773K	Buy	1,899 +8	+0.4%	+$2.96K	0.06%	185
2023 Q3	$658K	Sell	1,891 -5	-0.3%	-$1.75K	0.06%	191
2023 Q2	$667K	Buy	1,896 +36	+2%	+$12.1K	0.06%	199
2023 Q1	$586K	Sell	1,860 -90	-5%	-$27K	0.05%	207
2022 Q4	$566K	Buy	1,950 +665	+52%	+$203K	0.05%	215
2022 Q3	$372K	Sell	1,285 -123	-9%	-$35.4K	0.04%	234
2022 Q2	$397K	Sell	1,408 -58	-4%	-$15.5K	0.04%	253
2022 Q1	$383K	Buy	1,466 +462	+46%	+$110K	0.03%	252
2021 Q4	$220K	Buy	+1,004	New	+$195K	0.02%	347
2020 Q4	–	Sell	-3,395	Closed	-$740K	–	442
2020 Q3	$740K	Buy	3,395 +68	+2%	+$18.8K	0.05%	240
2020 Q2	$980K	Buy	3,327 +63	+2%	+$17.1K	0.08%	183
2020 Q1	$940K	Buy	+3,264	New	+$749K	0.08%	179
2018 Q1	–	Sell	-50	Closed	-$7K	–	559
2017 Q4	$7K	Buy	+50	New	+$7.4K	﹤0.01%	540

Other funds holding VRTX

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Telemus Capital's VRTX Position: Q4 2023 in Review

Telemus Capital increased its Vertex Pharmaceuticals (VRTX) stake by 0.42% in Q4 2023, buying an estimated $2.96K and bringing the position to 1,899 shares worth $773K. The position accounts for 0.06% of the portfolio, ranked #185.

Telemus Capital first reported a position in VRTX in Q4 2017 and has held it in 13 quarters since. The position peaked at $980K in Q2 2020. 1,438 funds tracked by Wall St. Rank hold VRTX as of Q4 2023.

Telemus Capital held 1,899 shares of Vertex Pharmaceuticals worth $773K as of Q4 2023.
Telemus Capital bought 8 Vertex Pharmaceuticals shares in Q4 2023, an estimated $2.96K.
Vertex Pharmaceuticals made up 0.06% of Telemus Capital's portfolio in Q4 2023, its #185 holding.
Telemus Capital first reported a position in Vertex Pharmaceuticals in Q4 2017 and has held it in 13 quarters since.
Telemus Capital's Vertex Pharmaceuticals position peaked at $980K in Q2 2020.
1,438 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.