Walled Lake Planning & Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Walled Lake Planning & 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
2021 Q3	–	Sell	-12	Closed	-$2K	–	348
2021 Q2	$2K	Hold	12	–	–	﹤0.01%	296
2021 Q1	$3K	Hold	12	–	–	﹤0.01%	282
2020 Q4	$3K	Hold	12	–	–	﹤0.01%	270
2020 Q3	$3K	Hold	12	–	–	﹤0.01%	285
2020 Q2	$3K	Hold	12	–	–	﹤0.01%	273
2020 Q1	$3K	Buy	+12	New	+$2.75K	﹤0.01%	266

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's VRTX Position: Q3 2021 in Review

Walled Lake Planning & Wealth Management sold out of Vertex Pharmaceuticals (VRTX) in Q3 2021, closing a stake of 12 shares — an estimated $2K sold.

Walled Lake Planning & Wealth Management first reported a position in VRTX in Q1 2020 and held it in 6 quarters. The position peaked at $3K in Q1 2021. 933 funds tracked by Wall St. Rank hold VRTX as of Q3 2021.

Walled Lake Planning & Wealth Management reported no remaining Vertex Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 12 Vertex Pharmaceuticals shares in Q3 2021, an estimated $2K.
Walled Lake Planning & Wealth Management first reported a position in Vertex Pharmaceuticals in Q1 2020 and held it in 6 quarters.
Walled Lake Planning & Wealth Management's Vertex Pharmaceuticals position peaked at $3K in Q1 2021.
933 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.