KENNEDY CAPITAL SMALL CAP GROWTH FUND VERX Holdings History
KENNEDY CAPITAL SMALL CAP GROWTH FUND's Vertex Inc Holding Summary
As of 2025-03-31, Investment Managers Series Trust II held 287.00 shares of Vertex Inc(VERX), totaling $10,050.00. This investment constitutes 2.36% of their stock portfolio, and Investment Managers Series Trust II now holds 0% of the outstanding Vertex Inc(VERX) stock.
The initial trade took place in 2023Q3. And since then KENNEDY CAPITAL SMALL CAP GROWTH FUND has made 3 purchases of VERX, at an average price of $22.78, for a total of 418.00 shares. In addition, there have been 2 sales at an average price of $46.31 for 131.00 shares. Based on historical transaction data and VERX's current price of $35.38, KENNEDY CAPITAL SMALL CAP GROWTH FUND's estimated gain on his VERX holdings is $6,697.33, reflecting a 70.32% gain to date.
KENNEDY CAPITAL SMALL CAP GROWTH FUND VERX ($35.38) Holding Chart
KENNEDY CAPITAL SMALL CAP GROWTH FUND VERX ($35.38) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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