AWS
VBTX

Atria Wealth Solutions’s Veritex Holdings VBTX Stock Holding History

Atria Wealth Solutions’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
-15,062
Closed -$423K – 1958
2022
Q4 		$423K Sell
15,062
-50
-0.3% -$1.49K 0.01% 1170
2022
Q3 		$402K Buy
15,112
+50
+0.3% +$1.51K 0.01% 1148
2022
Q2 		$441K Buy
15,062
+7,369
+96% +$245K 0.01% 1036
2022
Q1 		$294K Buy
+7,693
New +$309K ﹤0.01% 1328

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

Atria Wealth Solutions's VBTX Position: Q1 2023 in Review

Atria Wealth Solutions sold out of Veritex Holdings (VBTX) in Q1 2023, closing a stake of 15,062 shares — an estimated $423K sold.

Atria Wealth Solutions first reported a position in VBTX in Q1 2022 and held it in 4 quarters. The position peaked at $441K in Q2 2022. 204 funds tracked by Wall St. Rank hold VBTX as of Q1 2023.

  • Atria Wealth Solutions reported no remaining Veritex Holdings position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 15,062 Veritex Holdings shares in Q1 2023, an estimated $423K.
  • Atria Wealth Solutions first reported a position in Veritex Holdings in Q1 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's Veritex Holdings position peaked at $441K in Q2 2022.
  • 204 funds tracked by Wall St. Rank held Veritex Holdings as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.