Number of Shares
360.00
Current Holdings Value*
$183,420.00
% of Portfolio
1.63%
Total Estimate Gain
$114,489.06
% of Total Estimate Gain
33.52%

ALPS Balanced Opportunity Fund's Vertex Pharmaceuticals Inc Holding Summary

As of 2025-04-30, ALPS Balanced Opportunity Fund held 360.00 shares of Vertex Pharmaceuticals Inc(VRTX), totaling $183,420.00. This investment constitutes 1.63% of their stock portfolio, and ALPS Balanced Opportunity Fund now holds 0% of the outstanding Vertex Pharmaceuticals Inc(VRTX) stock.

The initial trade took place in 2022Q3. And since then ALPS Balanced Opportunity Fund has made 5 purchases of VRTX, at an average price of $314.24, for a total of 1,087.00 shares. In addition, there have been 5 sales at an average price of $399.63 for 727.00 shares. Based on historical transaction data and VRTX's current price of $459.81, ALPS Balanced Opportunity Fund's estimated gain on his VRTX holdings is $114,489.06, reflecting a 33.52% gain to date.

ALPS Balanced Opportunity Fund VRTX ($459.81) Holding Chart

ALPS Balanced Opportunity Fund VRTX ($459.81) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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