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YorkBridge Wealth Partners’s Vertex Pharmaceuticals VRTX Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$224K Sell
774
-2
-0.3% -$610 0.06% 236
2022
Q3 		$225K Sell
776
-2
-0.3% -$575 0.06% 249
2022
Q2 		$219K Sell
778
-6
-0.8% -$1.61K 0.06% 257
2022
Q1 		$205K Buy
+784
New +$186K 0.05% 280
2021
Q3 		– Sell
-1,023
Closed -$206K – 264
2021
Q2 		$206K Buy
1,023
+27
+3% +$5.65K 0.05% 240
2021
Q1 		$214K Buy
996
+39
+4% +$8.57K 0.06% 235
2020
Q4 		$226K Sell
957
-46
-5% -$10.6K 0.08% 190
2020
Q3 		$273K Buy
1,003
+16
+2% +$4.41K 0.11% 146
2020
Q2 		$287K Sell
987
-7
-0.7% -$1.9K 0.13% 137
2020
Q1 		$237K Sell
994
-185
-16% -$42.4K 0.15% 134
2019
Q4 		$258K Sell
1,179
-36
-3% -$7.29K 0.12% 157
2019
Q3 		$206K Sell
1,215
-63
-5% -$11.1K 0.1% 168
2019
Q2 		$234K Buy
1,278
+51
+4% +$8.92K 0.1% 161
2019
Q1 		$226K Sell
1,227
-6
-0.5% -$1.11K 0.1% 155
2018
Q4 		$204K Buy
1,233
+50
+4% +$8.66K 0.11% 148
2018
Q3 		$227K Buy
1,183
+50
+4% +$8.9K 0.1% 160
2018
Q2 		$193K Buy
1,133
+132
+13% +$20.5K 0.08% 178
2018
Q1 		$162K Sell
1,001
-27
-3% -$4.41K 0.07% 207
2017
Q4 		$159K Sell
1,028
-233
-18% -$34.5K 0.08% 207
2017
Q3 		$192K Sell
1,261
-150
-11% -$22.6K 0.1% 178
2017
Q2 		$181K Sell
1,411
-64
-4% -$7.7K 0.1% 182
2017
Q1 		$175K Sell
1,475
-124
-8% -$10.9K 0.09% 182
2016
Q4 		$140K Buy
+1,599
New +$130K 0.08% 194

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

YorkBridge Wealth Partners's VRTX Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Vertex Pharmaceuticals (VRTX) stake by 0.26% in Q4 2022, selling an estimated $610 and leaving 774 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #236.

YorkBridge Wealth Partners first reported a position in VRTX in Q4 2016 and has held it in 23 quarters since. The position peaked at $287K in Q2 2020. 1,223 funds tracked by Wall St. Rank hold VRTX as of Q4 2022.

  • YorkBridge Wealth Partners held 774 shares of Vertex Pharmaceuticals worth $224K as of Q4 2022.
  • YorkBridge Wealth Partners sold 2 Vertex Pharmaceuticals shares in Q4 2022, an estimated $610.
  • Vertex Pharmaceuticals made up 0.06% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #236 holding.
  • YorkBridge Wealth Partners first reported a position in Vertex Pharmaceuticals in Q4 2016 and has held it in 23 quarters since.
  • YorkBridge Wealth Partners's Vertex Pharmaceuticals position peaked at $287K in Q2 2020.
  • 1,223 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.