BTI
VBTX

Blue Trust Inc’s Veritex Holdings VBTX Stock Holding History

Blue Trust Inc’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
2024
Q4 		– Sell
-118
Closed -$2.49K – 2985
2024
Q3 		$2.49K Buy
118
+37
+46% +$877 ﹤0.01% 2540
2024
Q2 		$1.66K Buy
+81
New +$1.64K ﹤0.01% 2468
2023
Q3 		– Sell
-40
Closed -$1K – 2300
2023
Q2 		$1K Buy
+40
New +$712 ﹤0.01% 1945

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Blue Trust Inc's VBTX Position: Q4 2024 in Review

Blue Trust Inc sold out of Veritex Holdings (VBTX) in Q4 2024, closing a stake of 118 shares — an estimated $2.49K sold.

Blue Trust Inc first reported a position in VBTX in Q2 2023 and held it in 3 quarters. The position peaked at $2.49K in Q3 2024. 240 funds tracked by Wall St. Rank hold VBTX as of Q4 2024.

  • Blue Trust Inc reported no remaining Veritex Holdings position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 118 Veritex Holdings shares in Q4 2024, an estimated $2.49K.
  • Blue Trust Inc first reported a position in Veritex Holdings in Q2 2023 and held it in 3 quarters.
  • Blue Trust Inc's Veritex Holdings position peaked at $2.49K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.