WR Wealth Planners’s Vertex Pharmaceuticals VRTX Stock Holding History

WR Wealth Planners’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	$14.9K	Sell	37 -45	-55%	-$20.9K	﹤0.01%	530
2024 Q3	$38.1K	Sell	82 -45	-35%	-$21.6K	0.01%	377
2024 Q2	$59.5K	Buy	127 +4	+3%	+$1.74K	0.02%	311
2024 Q1	$51.4K	Buy	+123	New	+$52K	0.02%	329
2023 Q4	–	Sell	-121	Closed	-$42.1K	–	845
2023 Q3	$42.1K	Hold	121	–	–	0.02%	339
2023 Q2	$42.6K	Buy	121 +75	+163%	+$25.3K	0.02%	338
2023 Q1	$14.5K	Buy	+46	New	+$13.8K	0.01%	470

Other funds holding VRTX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

WR Wealth Planners's VRTX Position: Q4 2024 in Review

WR Wealth Planners reduced its Vertex Pharmaceuticals (VRTX) stake by 55% in Q4 2024, selling an estimated $20.9K and leaving 37 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

WR Wealth Planners first reported a position in VRTX in Q1 2023 and has held it in 7 quarters since. The position peaked at $59.5K in Q2 2024. 1,558 funds tracked by Wall St. Rank hold VRTX as of Q4 2024.

WR Wealth Planners held 37 shares of Vertex Pharmaceuticals worth $14.9K as of Q4 2024.
WR Wealth Planners sold 45 Vertex Pharmaceuticals shares in Q4 2024, an estimated $20.9K.
Vertex Pharmaceuticals made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #530 holding.
WR Wealth Planners first reported a position in Vertex Pharmaceuticals in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Vertex Pharmaceuticals position peaked at $59.5K in Q2 2024.
1,558 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.