Corient Private Wealth
VBTX

Corient Private Wealth’s Veritex Holdings VBTX Stock Holding History

Corient Private Wealth’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
Q1 		– Sell
-9,418
Closed -$219K – 2370
2023
Q4 		$219K Sell
9,418
-865
-8% -$17K ﹤0.01% 2026
2023
Q3 		$185K Buy
10,283
+106
+1% +$2.04K ﹤0.01% 1939
2023
Q2 		$182K Sell
10,177
-1,418
-12% -$25.2K ﹤0.01% 1892
2023
Q1 		$212K Buy
11,595
+4,090
+54% +$104K ﹤0.01% 1777
2022
Q4 		$211K Buy
+7,505
New +$223K ﹤0.01% 1471

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
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

Corient Private Wealth's VBTX Position: Q1 2024 in Review

Corient Private Wealth sold out of Veritex Holdings (VBTX) in Q1 2024, closing a stake of 9,418 shares — an estimated $219K sold.

Corient Private Wealth first reported a position in VBTX in Q4 2022 and held it in 5 quarters. The position peaked at $219K in Q4 2023. 212 funds tracked by Wall St. Rank hold VBTX as of Q1 2024.

  • Corient Private Wealth reported no remaining Veritex Holdings position as of Q1 2024 after selling out during the quarter.
  • Corient Private Wealth sold 9,418 Veritex Holdings shares in Q1 2024, an estimated $219K.
  • Corient Private Wealth first reported a position in Veritex Holdings in Q4 2022 and held it in 5 quarters.
  • Corient Private Wealth's Veritex Holdings position peaked at $219K in Q4 2023.
  • 212 funds tracked by Wall St. Rank held Veritex Holdings as of Q1 2024.

Based on Corient Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.