Capstone Investment Advisors
VBTX

Capstone Investment Advisors’s Veritex Holdings VBTX Stock Holding History

Capstone Investment 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
Q2 		– Sell
-16,222
Closed -$332K – 2496
2024
Q1 		$332K Buy
+16,222
New +$336K ﹤0.01% 1782

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capstone Investment Advisors's VBTX Position: Q2 2024 in Review

Capstone Investment Advisors sold out of Veritex Holdings (VBTX) in Q2 2024, closing a stake of 16,222 shares — an estimated $332K sold.

Capstone Investment Advisors first reported a position in VBTX in Q1 2024 and held it in 1 quarter. The position peaked at $332K in Q1 2024. 217 funds tracked by Wall St. Rank hold VBTX as of Q2 2024.

  • Capstone Investment Advisors reported no remaining Veritex Holdings position as of Q2 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 16,222 Veritex Holdings shares in Q2 2024, an estimated $332K.
  • Capstone Investment Advisors first reported a position in Veritex Holdings in Q1 2024 and held it in 1 quarter.
  • Capstone Investment Advisors's Veritex Holdings position peaked at $332K in Q1 2024.
  • 217 funds tracked by Wall St. Rank held Veritex Holdings as of Q2 2024.

Based on Capstone Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.