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Capstone Triton Financial Group’s Vertex VERX Stock Holding History

Capstone Triton Financial Group’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
2021
Q1 		– Sell
-437
Closed -$15K – 309
2020
Q4 		$15K Buy
+437
New +$11.9K 0.01% 307

Other funds holding VERX

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Neuberger Berman Group
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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return

Capstone Triton Financial Group's VERX Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of Vertex (VERX) in Q1 2021, closing a stake of 437 shares — an estimated $15K sold.

Capstone Triton Financial Group first reported a position in VERX in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 83 funds tracked by Wall St. Rank hold VERX as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining Vertex position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 437 Vertex shares in Q1 2021, an estimated $15K.
  • Capstone Triton Financial Group first reported a position in Vertex in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's Vertex position peaked at $15K in Q4 2020.
  • 83 funds tracked by Wall St. Rank held Vertex as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.