World Equity Group’s Vertex VERX Stock Holding History

World Equity Group’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	-16,182	Closed	-$654K	–	553
2023 Q1	$654K	Buy	+16,182	New	+$250K	0.1%	223

Other funds holding VERX

TCM

Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return

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 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 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

World Equity Group's VERX Position: Q2 2023 in Review

World Equity Group sold out of Vertex (VERX) in Q2 2023, closing a stake of 16,182 shares — an estimated $654K sold.

World Equity Group first reported a position in VERX in Q1 2023 and held it in 1 quarter. The position peaked at $654K in Q1 2023. 121 funds tracked by Wall St. Rank hold VERX as of Q2 2023.

World Equity Group reported no remaining Vertex position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 16,182 Vertex shares in Q2 2023, an estimated $654K.
World Equity Group first reported a position in Vertex in Q1 2023 and held it in 1 quarter.
World Equity Group's Vertex position peaked at $654K in Q1 2023.
121 funds tracked by Wall St. Rank held Vertex as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.