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Wealthspire Advisors (Maryland)’s Vertex Pharmaceuticals VRTX Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$546K Buy
2,008
+941
+88% +$260K 0.02% 255
2020
Q2 		$310K Buy
1,067
+93
+10% +$25.2K 0.02% 334
2020
Q1 		$232K Buy
+974
New +$223K 0.02% 356
2019
Q2 		– Sell
-667
Closed -$123K – 2002
2019
Q1 		$123K Sell
667
-11
-2% -$2.03K 0.01% 570
2018
Q4 		$112K Buy
678
+79
+13% +$13.7K 0.01% 571
2018
Q3 		$115K Buy
599
+55
+10% +$9.79K 0.01% 633
2018
Q2 		$92K Buy
544
+40
+8% +$6.2K 0.01% 737
2018
Q1 		$82K Sell
504
-306
-38% -$50K 0.01% 788
2017
Q4 		$121K Buy
810
+159
+24% +$23.5K 0.01% 644
2017
Q3 		$99K Buy
651
+160
+33% +$24.1K 0.01% 715
2017
Q2 		$63K Buy
491
+251
+105% +$30.2K 0.01% 864
2017
Q1 		$26K Buy
240
+51
+27% +$4.49K ﹤0.01% 1000
2016
Q4 		$14K Buy
189
+53
+39% +$4.31K ﹤0.01% 1122
2016
Q3 		$12K Sell
136
-5
-4% -$473 ﹤0.01% 1208
2016
Q2 		$12K Buy
141
+37
+36% +$3.2K ﹤0.01% 1169
2016
Q1 		$8K Buy
104
+54
+108% +$4.88K ﹤0.01% 1239
2015
Q4 		$6K Buy
+50
New +$6.04K ﹤0.01% 1322

Other funds holding VRTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VRTX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Vertex Pharmaceuticals (VRTX) stake by 88% in Q3 2020, buying an estimated $260K and bringing the position to 2,008 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #255.

Wealthspire Advisors (Maryland) first reported a position in VRTX in Q4 2015 and has held it in 17 quarters since. 951 funds tracked by Wall St. Rank hold VRTX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,008 shares of Vertex Pharmaceuticals worth $546K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 941 Vertex Pharmaceuticals shares in Q3 2020, an estimated $260K.
  • Vertex Pharmaceuticals made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #255 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vertex Pharmaceuticals in Q4 2015 and has held it in 17 quarters since.
  • 951 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.