A detailed history of Cibc Private Wealth Group, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 195 shares of VERX stock, worth $9,574. This represents 0.0% of its overall portfolio holdings.

Number of Shares
195
Previous 320 39.06%
Holding current value
$9,574
Previous $11,000 36.36%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$34.62 - $40.01 $4,327 - $5,001
-125 Reduced 39.06%
195 $7,000
Q1 2024

May 10, 2024

BUY
$23.54 - $33.58 $7,532 - $10,745
320 New
320 $10,000
Q2 2023

Nov 21, 2023

BUY
$18.51 - $22.99 $263,582 - $327,377
14,240 New
14,240 $277,000
Q1 2023

Nov 21, 2023

BUY
$12.0 - $20.93 $170,880 - $298,043
14,240 New
14,240 $294,000
Q4 2022

Feb 13, 2023

BUY
$14.0 - $18.59 $199,360 - $264,721
14,240 New
14,240 $206,000
Q2 2022

Aug 03, 2022

SELL
$9.59 - $16.25 $141,164 - $239,200
-14,720 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$12.71 - $16.79 $187,091 - $247,148
14,720 New
14,720 $226,000
Q4 2021

Feb 08, 2022

SELL
$15.87 - $21.72 $225,671 - $308,858
-14,220 Closed
0 $0
Q1 2021

May 12, 2021

BUY
$21.9 - $38.98 $62,086 - $110,508
2,835 Added 24.9%
14,220 $313,000
Q4 2020

Feb 12, 2021

BUY
$23.46 - $36.89 $267,092 - $419,992
11,385 New
11,385 $397,000

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.38B
  • Description
  • Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its so...
More about VERX
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