AWM
VBTX

AE Wealth Management’s Veritex Holdings VBTX Stock Holding History

AE Wealth Management’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
2023
Q1 		– Sell
-18,163
Closed -$510K – 2005
2022
Q4 		$510K Buy
+18,163
New +$540K ﹤0.01% 1310

Other funds holding VBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AE Wealth Management's VBTX Position: Q1 2023 in Review

AE Wealth Management sold out of Veritex Holdings (VBTX) in Q1 2023, closing a stake of 18,163 shares — an estimated $510K sold.

AE Wealth Management first reported a position in VBTX in Q4 2022 and held it in 1 quarter. The position peaked at $510K in Q4 2022. 204 funds tracked by Wall St. Rank hold VBTX as of Q1 2023.

  • AE Wealth Management reported no remaining Veritex Holdings position as of Q1 2023 after selling out during the quarter.
  • AE Wealth Management sold 18,163 Veritex Holdings shares in Q1 2023, an estimated $510K.
  • AE Wealth Management first reported a position in Veritex Holdings in Q4 2022 and held it in 1 quarter.
  • AE Wealth Management's Veritex Holdings position peaked at $510K in Q4 2022.
  • 204 funds tracked by Wall St. Rank held Veritex Holdings as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.