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Wintrust Investments’s Vertex Pharmaceuticals VRTX Stock Holding History

Wintrust Investments’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
Q4 		$240K Sell
598
-28
-4% -$13K 0.21% 81
2024
Q3 		$291K Sell
626
-5,200
-89% -$2.5M 0.22% 83
2024
Q2 		$2.73M Buy
5,826
+1,128
+24% +$490K 0.22% 87
2024
Q1 		$1.96M Buy
4,698
+2,811
+149% +$1.19M 0.17% 124
2023
Q4 		$768K Buy
1,887
+438
+30% +$162K 0.07% 217
2023
Q3 		$504K Sell
1,449
-120
-8% -$42K 0.05% 257
2023
Q2 		$552K Buy
+1,569
New +$529K 0.06% 257
2022
Q4 		– Sell
-3,209
Closed -$793K – 415
2022
Q3 		$793K Buy
3,209
+1,209
+60% +$348K 0.1% 166
2022
Q2 		$363K Sell
2,000
-700
-26% -$187K 0.04% 273
2022
Q1 		$492K Sell
2,700
-900
-25% -$214K 0.05% 253
2021
Q4 		$655K Buy
3,600
+2,100
+140% +$408K 0.06% 222
2021
Q3 		$279K Sell
1,500
-329
-18% -$64.2K 0.04% 227
2021
Q2 		$369K Buy
1,829
+400
+28% +$83.7K 0.04% 300
2021
Q1 		$307K Buy
+1,429
New +$314K 0.03% 324

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wintrust Investments's VRTX Position: Q4 2024 in Review

Wintrust Investments reduced its Vertex Pharmaceuticals (VRTX) stake by 4.5% in Q4 2024, selling an estimated $13K and leaving 598 shares worth $240K. The position accounts for 0.21% of the portfolio, ranked #81.

Wintrust Investments first reported a position in VRTX in Q1 2021 and has held it in 14 quarters since. The position peaked at $2.73M in Q2 2024. 1,558 funds tracked by Wall St. Rank hold VRTX as of Q4 2024.

  • Wintrust Investments held 598 shares of Vertex Pharmaceuticals worth $240K as of Q4 2024.
  • Wintrust Investments sold 28 Vertex Pharmaceuticals shares in Q4 2024, an estimated $13K.
  • Vertex Pharmaceuticals made up 0.21% of Wintrust Investments's portfolio in Q4 2024, its #81 holding.
  • Wintrust Investments first reported a position in Vertex Pharmaceuticals in Q1 2021 and has held it in 14 quarters since.
  • Wintrust Investments's Vertex Pharmaceuticals position peaked at $2.73M in Q2 2024.
  • 1,558 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.