CPA
VBTX

Capital Performance Advisors’s Veritex Holdings VBTX Stock Holding History

Capital Performance Advisors’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
-826
Closed -$21.7K – 2582
2024
Q3 		$21.7K Buy
+826
New +$19.6K 0.01% 586

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

Capital Performance Advisors's VBTX Position: Q4 2024 in Review

Capital Performance Advisors sold out of Veritex Holdings (VBTX) in Q4 2024, closing a stake of 826 shares — an estimated $21.7K sold.

Capital Performance Advisors first reported a position in VBTX in Q3 2024 and held it in 1 quarter. The position peaked at $21.7K in Q3 2024. 240 funds tracked by Wall St. Rank hold VBTX as of Q4 2024.

  • Capital Performance Advisors reported no remaining Veritex Holdings position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 826 Veritex Holdings shares in Q4 2024, an estimated $21.7K.
  • Capital Performance Advisors first reported a position in Veritex Holdings in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Veritex Holdings position peaked at $21.7K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.