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Wealthstreet Investment Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Wealthstreet Investment 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
2021
Q2 		– Sell
-32,640
Closed -$7.01M – 322
2021
Q1 		$7.01M Sell
32,640
-1,250
-4% -$275K 0.68% 33
2020
Q4 		$8.01M Sell
33,890
-160
-0.5% -$36.7K 0.81% 29
2020
Q3 		$9.27M Buy
34,050
+30
+0.1% +$8.28K 1.04% 23
2020
Q2 		$9.88M Hold
34,020
– – 1.21% 22
2020
Q1 		$8.1M Sell
34,020
-300
-0.9% -$68.8K 1.2% 21
2019
Q4 		$7.51M Hold
34,320
– – 0.88% 31
2019
Q3 		$6.79M Sell
34,320
-400
-1% -$70.8K 0.87% 33
2019
Q2 		$6.37M Buy
34,720
+880
+3% +$154K 0.82% 33
2019
Q1 		$6.22M Buy
33,840
+570
+2% +$105K 0.82% 31
2018
Q4 		$6.26M Sell
33,270
-200
-0.6% -$34.7K 0.88% 29
2018
Q3 		$6.45M Sell
33,470
-150
-0.4% -$26.7K 0.8% 33
2018
Q2 		$5.71M Sell
33,620
-1,050
-3% -$163K 0.76% 34
2018
Q1 		$5.65M Sell
34,670
-400
-1% -$65.3K 0.71% 34
2017
Q4 		$5.26M Buy
+35,070
New +$5.19M 0.64% 37

Other funds holding VRTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wealthstreet Investment Advisors's VRTX Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Vertex Pharmaceuticals (VRTX) in Q2 2021, closing a stake of 32,640 shares — an estimated $7.01M sold.

Wealthstreet Investment Advisors first reported a position in VRTX in Q4 2017 and held it in 14 quarters. The position peaked at $9.88M in Q2 2020. 977 funds tracked by Wall St. Rank hold VRTX as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Vertex Pharmaceuticals position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 32,640 Vertex Pharmaceuticals shares in Q2 2021, an estimated $7.01M.
  • Wealthstreet Investment Advisors first reported a position in Vertex Pharmaceuticals in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Vertex Pharmaceuticals position peaked at $9.88M in Q2 2020.
  • 977 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.