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Sheets Smith Wealth Management’s Vertex VERX Stock Holding History

Sheets Smith Wealth 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
2025
Q1 		– Sell
-15,099
Closed -$806K – 392
2024
Q4 		$806K Buy
15,099
+324
+2% +$15.7K 0.1% 183
2024
Q3 		$569K Buy
14,775
+1
+0% +$37 0.07% 231
2024
Q2 		$533K Buy
+14,774
New +$475K 0.06% 234

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sheets Smith Wealth Management's VERX Position: Q1 2025 in Review

Sheets Smith Wealth Management sold out of Vertex (VERX) in Q1 2025, closing a stake of 15,099 shares — an estimated $806K sold.

Sheets Smith Wealth Management first reported a position in VERX in Q2 2024 and held it in 3 quarters. The position peaked at $806K in Q4 2024. 264 funds tracked by Wall St. Rank hold VERX as of Q1 2025.

  • Sheets Smith Wealth Management reported no remaining Vertex position as of Q1 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 15,099 Vertex shares in Q1 2025, an estimated $806K.
  • Sheets Smith Wealth Management first reported a position in Vertex in Q2 2024 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Vertex position peaked at $806K in Q4 2024.
  • 264 funds tracked by Wall St. Rank held Vertex as of Q1 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.