AP
VBTX

Advisor Partners’s Veritex Holdings VBTX Stock Holding History

Advisor Partners’s Portfolio VBTX Stock Details VBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,544
Closed -$212K – 901
2022
Q1 		$212K Buy
5,544
+12
+0.2% +$482 0.01% 812
2021
Q4 		$221K Buy
5,532
+129
+2% +$5.23K 0.01% 782
2021
Q3 		$213K Buy
+5,403
New +$188K 0.01% 751

Other funds holding VBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Advisor Partners's VBTX Position: Q2 2022 in Review

Advisor Partners sold out of Veritex Holdings (VBTX) in Q2 2022, closing a stake of 5,544 shares — an estimated $212K sold.

Advisor Partners first reported a position in VBTX in Q3 2021 and held it in 3 quarters. The position peaked at $221K in Q4 2021. 215 funds tracked by Wall St. Rank hold VBTX as of Q2 2022.

  • Advisor Partners reported no remaining Veritex Holdings position as of Q2 2022 after selling out during the quarter.
  • Advisor Partners sold 5,544 Veritex Holdings shares in Q2 2022, an estimated $212K.
  • Advisor Partners first reported a position in Veritex Holdings in Q3 2021 and held it in 3 quarters.
  • Advisor Partners's Veritex Holdings position peaked at $221K in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Veritex Holdings as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.