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TCI Wealth Advisors’s Vertex VERX Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-1
Closed -$21 – 2156
2023
Q1 		$21 Hold
1
– – ﹤0.01% 2486
2022
Q4 		$15 Hold
1
– – ﹤0.01% 2471
2022
Q3 		$0 Buy
+1
New +$13 ﹤0.01% 2604

Other funds holding VERX

TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 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
BMCM
Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.29B AUM 26.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return

TCI Wealth Advisors's VERX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Vertex (VERX) in Q2 2023, closing a stake of 1 share — an estimated $21 sold.

TCI Wealth Advisors first reported a position in VERX in Q3 2022 and held it in 3 quarters. The position peaked at $21 in Q1 2023. 121 funds tracked by Wall St. Rank hold VERX as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Vertex position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1 Vertex share in Q2 2023, an estimated $21.
  • TCI Wealth Advisors first reported a position in Vertex in Q3 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Vertex position peaked at $21 in Q1 2023.
  • 121 funds tracked by Wall St. Rank held Vertex as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.