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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 $724M AUM 3.48% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BMCM
Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.29B AUM 26.05% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Advisornet Financial's VERX Position: Q1 2024 in Review

Advisornet Financial sold out of Vertex (VERX) in Q1 2024, closing a stake of 4 shares — an estimated $108 sold.

Advisornet Financial first reported a position in VERX in Q4 2022 and held it in 5 quarters. The position peaked at $108 in Q4 2023. 179 funds tracked by Wall St. Rank hold VERX as of Q1 2024.

  • Advisornet Financial reported no remaining Vertex position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 4 Vertex shares in Q1 2024, an estimated $108.
  • Advisornet Financial first reported a position in Vertex in Q4 2022 and held it in 5 quarters.
  • Advisornet Financial's Vertex position peaked at $108 in Q4 2023.
  • 179 funds tracked by Wall St. Rank held Vertex as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.