TriaGen Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

TriaGen 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	–	Sell	-4,468	Closed	-$2.08M	–	191
2024 Q3	$2.08M	Sell	4,468 -4	-0.1%	-$1.92K	0.7%	37
2024 Q2	$2.1M	Sell	4,472 -6	-0.1%	-$2.6K	0.81%	36
2024 Q1	$1.87M	Sell	4,478 -1,696	-27%	-$717K	0.78%	42
2023 Q4	$2.51M	Sell	6,174 -671	-10%	-$248K	1.2%	20
2023 Q3	$2.38M	Sell	6,845 -80	-1%	-$28K	1.21%	18
2023 Q2	$2.44M	Sell	6,925 -1	-0%	-$337	1.11%	19
2023 Q1	$2.18M	Sell	6,926 -209	-3%	-$62.7K	1.1%	22
2022 Q4	$2.06M	Sell	7,135 -5,244	-42%	-$1.6M	1.14%	20
2022 Q3	$3.58M	Buy	+12,379	New	+$3.56M	1.98%	11

Other funds holding VRTX

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

TriaGen Wealth Management sold out of Vertex Pharmaceuticals (VRTX) in Q4 2024, closing a stake of 4,468 shares — an estimated $2.08M sold.

TriaGen Wealth Management first reported a position in VRTX in Q3 2022 and held it in 9 quarters. The position peaked at $3.58M in Q3 2022. 1,562 funds tracked by Wall St. Rank hold VRTX as of Q4 2024.

TriaGen Wealth Management reported no remaining Vertex Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
TriaGen Wealth Management sold 4,468 Vertex Pharmaceuticals shares in Q4 2024, an estimated $2.08M.
TriaGen Wealth Management first reported a position in Vertex Pharmaceuticals in Q3 2022 and held it in 9 quarters.
TriaGen Wealth Management's Vertex Pharmaceuticals position peaked at $3.58M in Q3 2022.
1,562 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2024.

Based on TriaGen Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.