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Coppell Advisory Solutions’s Vertex VERX Stock Holding History

Coppell Advisory Solutions’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
Q4 		– Sell
-599
Closed -$22K – 2083
2024
Q3 		$22K Buy
+599
New +$22.1K ﹤0.01% 831

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Coppell Advisory Solutions's VERX Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of Vertex (VERX) in Q4 2024, closing a stake of 599 shares — an estimated $22K sold.

Coppell Advisory Solutions first reported a position in VERX in Q3 2024 and held it in 1 quarter. The position peaked at $22K in Q3 2024. 253 funds tracked by Wall St. Rank hold VERX as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining Vertex position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 599 Vertex shares in Q4 2024, an estimated $22K.
  • Coppell Advisory Solutions first reported a position in Vertex in Q3 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's Vertex position peaked at $22K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Vertex as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.