HFA
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Hoover Financial Advisors’s Vertex VERX Stock Holding History

Hoover Financial 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
2021
Q2 		$2K Hold
105
– – ﹤0.01% 605
2021
Q1 		$2K Hold
105
– – ﹤0.01% 550
2020
Q4 		$3K Buy
+105
New +$2.86K ﹤0.01% 496

Other funds holding VERX

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Hoover Financial Advisors's VERX Position: Q2 2021 in Review

Hoover Financial Advisors held its Vertex (VERX) position steady in Q2 2021 at 105 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Hoover Financial Advisors first reported a position in VERX in Q4 2020 and has held it in 3 quarters since. The position peaked at $3K in Q4 2020. 76 funds tracked by Wall St. Rank hold VERX as of Q2 2021.

  • Hoover Financial Advisors held 105 shares of Vertex worth $2K as of Q2 2021.
  • Hoover Financial Advisors left its Vertex share count unchanged in Q2 2021.
  • Vertex made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #605 holding.
  • Hoover Financial Advisors first reported a position in Vertex in Q4 2020 and has held it in 3 quarters since.
  • Hoover Financial Advisors's Vertex position peaked at $3K in Q4 2020.
  • 76 funds tracked by Wall St. Rank held Vertex as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.