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WESPAC Advisors SoCal’s Vertex Pharmaceuticals VRTX Stock Holding History

WESPAC Advisors SoCal’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
-7,975
Closed -$1.61M – 90
2021
Q2 		$1.61M Buy
7,975
+4,685
+142% +$980K 0.53% 41
2021
Q1 		$707K Buy
3,290
+300
+10% +$65.9K 0.28% 53
2020
Q4 		$707K Buy
+2,990
New +$686K 0.28% 49
2016
Q2 		– Sell
-50
Closed -$3.97K – 312
2016
Q1 		$3.97K Hold
50
– – ﹤0.01% 246
2015
Q4 		$6K Buy
+50
New +$6.04K ﹤0.01% 212

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WESPAC Advisors SoCal's VRTX Position: Q3 2021 in Review

WESPAC Advisors SoCal sold out of Vertex Pharmaceuticals (VRTX) in Q3 2021, closing a stake of 7,975 shares — an estimated $1.61M sold.

WESPAC Advisors SoCal first reported a position in VRTX in Q4 2015 and held it in 5 quarters. The position peaked at $1.61M in Q2 2021. 935 funds tracked by Wall St. Rank hold VRTX as of Q3 2021.

  • WESPAC Advisors SoCal reported no remaining Vertex Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 7,975 Vertex Pharmaceuticals shares in Q3 2021, an estimated $1.61M.
  • WESPAC Advisors SoCal first reported a position in Vertex Pharmaceuticals in Q4 2015 and held it in 5 quarters.
  • WESPAC Advisors SoCal's Vertex Pharmaceuticals position peaked at $1.61M in Q2 2021.
  • 935 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2021.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2021, filed 14 Oct 2021.