Values First Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Values First Advisors’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 Q1	–	Hold	0	–	–	–	355
2020 Q3	–	Sell	-1,100	Closed	-$319K	–	146
2020 Q2	$319K	Sell	1,100 -273	-20%	-$74K	0.32%	100
2020 Q1	$327K	Sell	1,373 -129	-9%	-$29.6K	0.39%	78
2019 Q4	$329K	Buy	+1,502	New	+$304K	0.32%	95

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

Values First Advisors's VRTX Position: Q1 2023 in Review

Values First Advisors held its Vertex Pharmaceuticals (VRTX) position steady in Q1 2023 at 0 shares worth $35. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Values First Advisors first reported a position in VRTX in Q4 2019 and has held it in 3 quarters since. The position peaked at $329K in Q4 2019. 1,207 funds tracked by Wall St. Rank hold VRTX as of Q1 2023.

Values First Advisors held 0 shares of Vertex Pharmaceuticals worth $35 as of Q1 2023.
Values First Advisors left its Vertex Pharmaceuticals share count unchanged in Q1 2023.
Vertex Pharmaceuticals made up ﹤0.01% of Values First Advisors's portfolio in Q1 2023, its #355 holding.
Values First Advisors first reported a position in Vertex Pharmaceuticals in Q4 2019 and has held it in 3 quarters since.
Values First Advisors's Vertex Pharmaceuticals position peaked at $329K in Q4 2019.
1,207 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2023.

Based on Values First Advisors's 13F filing for Q1 2023, filed 15 May 2023.