CIBC Private Wealth Group
VBTX

CIBC Private Wealth Group’s Veritex Holdings VBTX Stock Holding History

CIBC Private Wealth Group’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
-1,250
Closed -$32.9K – 3198
2024
Q3 		$32.9K Hold
1,250
– – ﹤0.01% 1931
2024
Q2 		$25.5K Hold
1,250
– – ﹤0.01% 1944
2024
Q1 		$25K Buy
+1,250
New +$25.9K ﹤0.01% 1960
2018
Q3 		– Sell
-3,500
Closed -$109K – 1698
2018
Q2 		$109K Buy
+3,500
New +$105K ﹤0.01% 1010

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

CIBC Private Wealth Group's VBTX Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of Veritex Holdings (VBTX) in Q4 2024, closing a stake of 1,250 shares — an estimated $32.9K sold.

CIBC Private Wealth Group first reported a position in VBTX in Q2 2018 and held it in 4 quarters. The position peaked at $109K in Q2 2018. 240 funds tracked by Wall St. Rank hold VBTX as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining Veritex Holdings position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,250 Veritex Holdings shares in Q4 2024, an estimated $32.9K.
  • CIBC Private Wealth Group first reported a position in Veritex Holdings in Q2 2018 and held it in 4 quarters.
  • CIBC Private Wealth Group's Veritex Holdings position peaked at $109K in Q2 2018.
  • 240 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.