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Ovata Capital Management’s Vertex VERX Stock Holding History

Ovata Capital Management’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
2022
Q2 		– Sell
-400
Closed -$6K – 143
2022
Q1 		$6K Buy
+400
New +$5.6K ﹤0.01% 135

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TCM
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return

Ovata Capital Management's VERX Position: Q2 2022 in Review

Ovata Capital Management sold out of Vertex (VERX) in Q2 2022, closing a stake of 400 shares — an estimated $6K sold.

Ovata Capital Management first reported a position in VERX in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 81 funds tracked by Wall St. Rank hold VERX as of Q2 2022.

  • Ovata Capital Management reported no remaining Vertex position as of Q2 2022 after selling out during the quarter.
  • Ovata Capital Management sold 400 Vertex shares in Q2 2022, an estimated $6K.
  • Ovata Capital Management first reported a position in Vertex in Q1 2022 and held it in 1 quarter.
  • Ovata Capital Management's Vertex position peaked at $6K in Q1 2022.
  • 81 funds tracked by Wall St. Rank held Vertex as of Q2 2022.

Based on Ovata Capital Management's 13F filing for Q2 2022, filed 5 Aug 2022.