Vertex shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Vertex (VERX) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management investment in Vertex
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Quarterly reported holdings in Vertex by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.2M | 226k | 31.76 |
| 2023-09-30 | $6.6M | 285k | 23.10 |
| 2023-06-30 | $4.2M | 217k | 19.50 |
| 2023-03-31 | $3.5M | 167k | 20.69 |
| 2022-12-31 | $2.2M | 150k | 14.51 |
| 2022-09-30 | $2.1M | 153k | 13.67 |
| 2022-06-30 | $1.6M | 143k | 11.33 |
| 2022-03-31 | $2.3M | 152k | 15.34 |
| 2021-12-31 | $2.0M | 126k | 15.87 |
| 2021-09-30 | $2.4M | 126k | 19.22 |
| 2021-06-30 | $2.3M | 104k | 21.94 |
| 2021-03-31 | $2.3M | 106k | 21.98 |
| 2020-12-31 | $743k | 21k | 34.84 |
| 2020-09-30 | $354k | 15k | 23.02 |
More positions owned by Envestnet Asset Management
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