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Sowell Financial Services’s Vertex VERX Stock Holding History

Sowell Financial Services’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 		– Sell
-28
Closed -$1K – 2646
2021
Q1 		$1K Hold
28
– – ﹤0.01% 3024
2020
Q4 		$1K Buy
28
+17
+155% +$463 ﹤0.01% 2631
2020
Q3 		$0 Buy
+11
New +$268 ﹤0.01% 2719

Other funds holding VERX

Neuberger Berman Group
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CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $30B AUM 76.99% 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 $484B AUM 34.9% 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 $724M AUM 3.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Sowell Financial Services's VERX Position: Q2 2021 in Review

Sowell Financial Services sold out of Vertex (VERX) in Q2 2021, closing a stake of 28 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in VERX in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 76 funds tracked by Wall St. Rank hold VERX as of Q2 2021.

  • Sowell Financial Services reported no remaining Vertex position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 28 Vertex shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Vertex in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's Vertex position peaked at $1K in Q1 2021.
  • 76 funds tracked by Wall St. Rank held Vertex as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.