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WealthPLAN Partners’s Vertex Pharmaceuticals VRTX Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-1,466
Closed -$687K – 309
2024
Q2 		$687K Buy
+1,466
New +$636K 0.07% 171
2023
Q3 		– Sell
-188
Closed -$66.2K – 1159
2023
Q2 		$66.2K Sell
188
-3
-2% -$1.01K 0.01% 462
2023
Q1 		$60.2K Buy
+191
New +$57.3K 0.01% 518
2016
Q3 		$2.33K Sell
27
-27
-50% -$2.55K ﹤0.01% 834
2016
Q2 		$2.33K Buy
+54
New +$4.67K ﹤0.01% 2218

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

WealthPLAN Partners's VRTX Position: Q3 2024 in Review

WealthPLAN Partners sold out of Vertex Pharmaceuticals (VRTX) in Q3 2024, closing a stake of 1,466 shares — an estimated $687K sold.

WealthPLAN Partners first reported a position in VRTX in Q2 2016 and held it in 5 quarters. The position peaked at $687K in Q2 2024. 1,547 funds tracked by Wall St. Rank hold VRTX as of Q3 2024.

  • WealthPLAN Partners reported no remaining Vertex Pharmaceuticals position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 1,466 Vertex Pharmaceuticals shares in Q3 2024, an estimated $687K.
  • WealthPLAN Partners first reported a position in Vertex Pharmaceuticals in Q2 2016 and held it in 5 quarters.
  • WealthPLAN Partners's Vertex Pharmaceuticals position peaked at $687K in Q2 2024.
  • 1,547 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.