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TFC Financial Management’s Vertex VERX Stock Holding History

TFC Financial 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
2024
Q4 		– Sell
-8
Closed -$309 – 1033
2024
Q3 		$309 Hold
8
– – ﹤0.01% 719
2024
Q2 		$289 Hold
8
– – ﹤0.01% 702
2024
Q1 		$255 Hold
8
– – ﹤0.01% 705
2023
Q4 		$216 Buy
+8
New +$205 ﹤0.01% 648

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TFC Financial Management's VERX Position: Q4 2024 in Review

TFC Financial Management sold out of Vertex (VERX) in Q4 2024, closing a stake of 8 shares — an estimated $309 sold.

TFC Financial Management first reported a position in VERX in Q4 2023 and held it in 4 quarters. The position peaked at $309 in Q3 2024. 253 funds tracked by Wall St. Rank hold VERX as of Q4 2024.

  • TFC Financial Management reported no remaining Vertex position as of Q4 2024 after selling out during the quarter.
  • TFC Financial Management sold 8 Vertex shares in Q4 2024, an estimated $309.
  • TFC Financial Management first reported a position in Vertex in Q4 2023 and held it in 4 quarters.
  • TFC Financial Management's Vertex position peaked at $309 in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Vertex as of Q4 2024.

Based on TFC Financial Management's 13F filing for Q4 2024, filed 29 Jan 2025.