MWNA
VERX icon

Marshall Wace North America’s Vertex VERX Stock Holding History

Marshall Wace North America’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
2020
Q4 		– Sell
-78,960
Closed -$1.81M – 1603
2020
Q3 		$1.81M Buy
+78,960
New +$1.92M 0.01% 622

Other funds holding VERX

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $5.89B AUM 28.74% 1-Year Est. Return

Marshall Wace North America's VERX Position: Q4 2020 in Review

Marshall Wace North America sold out of Vertex (VERX) in Q4 2020, closing a stake of 78,960 shares — an estimated $1.81M sold.

Marshall Wace North America first reported a position in VERX in Q3 2020 and held it in 1 quarter. The position peaked at $1.81M in Q3 2020. 100 funds tracked by Wall St. Rank hold VERX as of Q4 2020.

  • Marshall Wace North America reported no remaining Vertex position as of Q4 2020 after selling out during the quarter.
  • Marshall Wace North America sold 78,960 Vertex shares in Q4 2020, an estimated $1.81M.
  • Marshall Wace North America first reported a position in Vertex in Q3 2020 and held it in 1 quarter.
  • Marshall Wace North America's Vertex position peaked at $1.81M in Q3 2020.
  • 100 funds tracked by Wall St. Rank held Vertex as of Q4 2020.

Based on Marshall Wace North America's 13F filing for Q4 2020, filed 16 Feb 2021.