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Altshuler Shaham’s Vertex VERX Stock Holding History

Altshuler Shaham’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
2022
Q4 		– Sell
-1,981
Closed -$27K – 605
2022
Q3 		$27K Buy
+1,981
New +$25.1K ﹤0.01% 332
2021
Q2 		– Sell
-753
Closed -$17K – 750
2021
Q1 		$17K Buy
753
+141
+23% +$4.4K ﹤0.01% 382
2020
Q4 		$21K Buy
+612
New +$16.7K ﹤0.01% 333

Other funds holding VERX

TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return

Altshuler Shaham's VERX Position: Q4 2022 in Review

Altshuler Shaham sold out of Vertex (VERX) in Q4 2022, closing a stake of 1,981 shares — an estimated $27K sold.

Altshuler Shaham first reported a position in VERX in Q4 2020 and held it in 3 quarters. The position peaked at $27K in Q3 2022. 100 funds tracked by Wall St. Rank hold VERX as of Q4 2022.

  • Altshuler Shaham reported no remaining Vertex position as of Q4 2022 after selling out during the quarter.
  • Altshuler Shaham sold 1,981 Vertex shares in Q4 2022, an estimated $27K.
  • Altshuler Shaham first reported a position in Vertex in Q4 2020 and held it in 3 quarters.
  • Altshuler Shaham's Vertex position peaked at $27K in Q3 2022.
  • 100 funds tracked by Wall St. Rank held Vertex as of Q4 2022.

Based on Altshuler Shaham's 13F filing for Q4 2022, filed 15 Feb 2023.