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Precision Wealth Strategies’s Vertex VERX Stock Holding History

Precision Wealth Strategies’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
2025
Q1 		– Sell
-10,045
Closed -$536K – 123
2024
Q4 		$536K Buy
+10,045
New +$487K 0.41% 42

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Precision Wealth Strategies's VERX Position: Q1 2025 in Review

Precision Wealth Strategies sold out of Vertex (VERX) in Q1 2025, closing a stake of 10,045 shares — an estimated $536K sold.

Precision Wealth Strategies first reported a position in VERX in Q4 2024 and held it in 1 quarter. The position peaked at $536K in Q4 2024. 264 funds tracked by Wall St. Rank hold VERX as of Q1 2025.

  • Precision Wealth Strategies reported no remaining Vertex position as of Q1 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 10,045 Vertex shares in Q1 2025, an estimated $536K.
  • Precision Wealth Strategies first reported a position in Vertex in Q4 2024 and held it in 1 quarter.
  • Precision Wealth Strategies's Vertex position peaked at $536K in Q4 2024.
  • 264 funds tracked by Wall St. Rank held Vertex as of Q1 2025.

Based on Precision Wealth Strategies's 13F filing for Q1 2025, filed 17 Apr 2025.