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Cetera Advisors’s Vertex VERX Stock Holding History

Cetera Advisors’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 		$239K Buy
+7,517
New +$203K ﹤0.01% 2097

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

Cetera Advisors's VERX Position: Q1 2024 in Review

Cetera Advisors opened a new position in Vertex (VERX) in Q1 2024: 7,517 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #2097 among its holdings.

178 funds tracked by Wall St. Rank hold VERX as of Q1 2024.

  • Cetera Advisors held 7,517 shares of Vertex worth $239K as of Q1 2024.
  • Vertex was a new Cetera Advisors position in Q1 2024.
  • Vertex made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2097 holding.
  • 178 funds tracked by Wall St. Rank held Vertex as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.