TWM
VERX icon

Tradition Wealth Management’s Vertex VERX Stock Holding History

Tradition 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
2024
Q1 		– Sell
-1,385
Closed -$37K – 1157
2023
Q4 		$37K Hold
1,385
– – ﹤0.01% 697
2023
Q3 		$32K Hold
1,385
– – ﹤0.01% 717
2023
Q2 		$27K Hold
1,385
– – ﹤0.01% 808
2023
Q1 		$29K Hold
1,385
– – ﹤0.01% 753
2022
Q4 		$20K Hold
1,385
– – ﹤0.01% 755
2022
Q3 		$19K Buy
+1,385
New +$17.6K ﹤0.01% 775

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 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
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BMCM
Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.29B AUM 26.05% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Tradition Wealth Management's VERX Position: Q1 2024 in Review

Tradition Wealth Management sold out of Vertex (VERX) in Q1 2024, closing a stake of 1,385 shares — an estimated $37K sold.

Tradition Wealth Management first reported a position in VERX in Q3 2022 and held it in 6 quarters. The position peaked at $37K in Q4 2023. 178 funds tracked by Wall St. Rank hold VERX as of Q1 2024.

  • Tradition Wealth Management reported no remaining Vertex position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,385 Vertex shares in Q1 2024, an estimated $37K.
  • Tradition Wealth Management first reported a position in Vertex in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's Vertex position peaked at $37K in Q4 2023.
  • 178 funds tracked by Wall St. Rank held Vertex as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.