Wunderlich Capital Managemnt’s Vertex Pharmaceuticals VRTX Stock Holding History

Wunderlich Capital Managemnt’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 Q2	$568K	Sell	1,211 -10	-0.8%	-$4.34K	0.25%	67
2024 Q1	$510K	Sell	1,221 -51	-4%	-$21.6K	0.23%	71
2023 Q4	$518K	Buy	1,272 +25	+2%	+$9.23K	0.23%	71
2023 Q3	$434K	Sell	1,247 -50	-4%	-$17.5K	0.21%	66
2023 Q2	$456K	Sell	1,297 -2	-0.2%	-$674	0.22%	66
2023 Q1	$409K	Buy	1,299 +66	+5%	+$19.8K	0.21%	69
2022 Q4	$356K	Buy	1,233 +56	+5%	+$17.1K	0.2%	70
2022 Q3	$341K	Buy	1,177 +193	+20%	+$55.5K	0.22%	67
2022 Q2	$277K	Buy	984 +167	+20%	+$44.7K	0.16%	77
2022 Q1	$213K	Buy	817 +26	+3%	+$6.17K	0.1%	86
2021 Q4	$174K	Buy	+791	New	+$154K	0.08%	88
2021 Q3	–	Sell	-7,947	Closed	-$1.6M	–	93
2021 Q2	$1.6M	Buy	7,947 +173	+2%	+$36.2K	0.81%	62
2021 Q1	$1.67M	Buy	+7,774	New	+$1.71M	0.91%	59

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wunderlich Capital Managemnt's VRTX Position: Q2 2024 in Review

Wunderlich Capital Managemnt reduced its Vertex Pharmaceuticals (VRTX) stake by 0.82% in Q2 2024, selling an estimated $4.34K and leaving 1,211 shares worth $568K. The position accounts for 0.25% of the portfolio, ranked #67.

Wunderlich Capital Managemnt first reported a position in VRTX in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.67M in Q1 2021. 1,547 funds tracked by Wall St. Rank hold VRTX as of Q2 2024.

Wunderlich Capital Managemnt held 1,211 shares of Vertex Pharmaceuticals worth $568K as of Q2 2024.
Wunderlich Capital Managemnt sold 10 Vertex Pharmaceuticals shares in Q2 2024, an estimated $4.34K.
Vertex Pharmaceuticals made up 0.25% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #67 holding.
Wunderlich Capital Managemnt first reported a position in Vertex Pharmaceuticals in Q1 2021 and has held it in 13 quarters since.
Wunderlich Capital Managemnt's Vertex Pharmaceuticals position peaked at $1.67M in Q1 2021.
1,547 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.