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Willingdon Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Willingdon 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
2019
Q4 		– Sell
-16
Closed -$3K – 542
2019
Q3 		$3K Buy
+16
New +$2.83K ﹤0.01% 326

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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
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Renaissance Technologies
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Willingdon Wealth Management's VRTX Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Vertex Pharmaceuticals (VRTX) in Q4 2019, closing a stake of 16 shares — an estimated $3K sold.

Willingdon Wealth Management first reported a position in VRTX in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 814 funds tracked by Wall St. Rank hold VRTX as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Vertex Pharmaceuticals position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 16 Vertex Pharmaceuticals shares in Q4 2019, an estimated $3K.
  • Willingdon Wealth Management first reported a position in Vertex Pharmaceuticals in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Vertex Pharmaceuticals position peaked at $3K in Q3 2019.
  • 814 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.