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TCWP’s Vertex VERX Stock Holding History

TCWP’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
-89
Closed -$1K – 1686
2022
Q1 		$1K Buy
+89
New +$1.25K ﹤0.01% 1648

Other funds holding VERX

FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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

TCWP's VERX Position: Q2 2022 in Review

TCWP sold out of Vertex (VERX) in Q2 2022, closing a stake of 89 shares — an estimated $1K sold.

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

  • TCWP reported no remaining Vertex position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 89 Vertex shares in Q2 2022, an estimated $1K.
  • TCWP first reported a position in Vertex in Q1 2022 and held it in 1 quarter.
  • TCWP's Vertex position peaked at $1K in Q1 2022.
  • 81 funds tracked by Wall St. Rank held Vertex as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.