AF
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Advisornet Financial’s Vertex VERX Stock Holding History

Advisornet Financial’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4
Closed -$108 – 2506
2023
Q4 		$108 Hold
4
– – ﹤0.01% 2361
2023
Q3 		$92 Buy
4
+2
+100% +$41 ﹤0.01% 2218
2023
Q2 		$39 Hold
2
– – ﹤0.01% 2320
2023
Q1 		$41 Buy
2
+1
+100% +$15 ﹤0.01% 2366
2022
Q4 		$15 Buy
+1
New +$16 ﹤0.01% 2370

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $848M AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BMCM
Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.06B AUM 19.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return