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Benjamin F. Edwards & Company’s Vertex VERX Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$16K Buy
435
+249
+134% +$8.01K ﹤0.01% 1598
2024
Q1 		$6K Buy
+186
New +$5.02K ﹤0.01% 1837

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Benjamin F. Edwards & Company's VERX Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Vertex (VERX) stake by 134% in Q2 2024, buying an estimated $8.01K and bringing the position to 435 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Benjamin F. Edwards & Company first reported a position in VERX in Q1 2024 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold VERX as of Q2 2024.

  • Benjamin F. Edwards & Company held 435 shares of Vertex worth $16K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 249 Vertex shares in Q2 2024, an estimated $8.01K.
  • Vertex made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1598 holding.
  • Benjamin F. Edwards & Company first reported a position in Vertex in Q1 2024 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held Vertex as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.