Creative Planning’s Veritex Holdings VBTX Stock Holding History

Creative Planning’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
2021 Q3	–	Sell	-11,648	Closed	-$412K	–	2230
2021 Q2	$412K	Sell	11,648 -30,525	-72%	-$1.07M	﹤0.01%	1383
2021 Q1	$1.38M	Hold	42,173	–	–	﹤0.01%	879
2020 Q4	$1.08M	Sell	42,173 -4,963	-11%	-$109K	﹤0.01%	909
2020 Q3	$803K	Hold	47,136	–	–	﹤0.01%	897
2020 Q2	$834K	Hold	47,136	–	–	﹤0.01%	809
2020 Q1	$658K	Buy	47,136 +11,602	+33%	+$279K	﹤0.01%	815
2019 Q4	$1.03M	Buy	35,534 +10,009	+39%	+$257K	﹤0.01%	777
2019 Q3	$619K	Hold	25,525	–	–	﹤0.01%	956
2019 Q2	$662K	Hold	25,525	–	–	﹤0.01%	933
2019 Q1	$618K	Hold	25,525	–	–	﹤0.01%	933
2018 Q4	$546K	Hold	25,525	–	–	﹤0.01%	920
2018 Q3	$721K	Hold	25,525	–	–	﹤0.01%	901
2018 Q2	$793K	Hold	25,525	–	–	﹤0.01%	875
2018 Q1	$706K	Hold	25,525	–	–	﹤0.01%	909
2017 Q4	$704K	Hold	25,525	–	–	﹤0.01%	891
2017 Q3	$688K	Buy	+25,525	New	+$671K	﹤0.01%	889

Other funds holding VBTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's VBTX Position: Q3 2021 in Review

Creative Planning sold out of Veritex Holdings (VBTX) in Q3 2021, closing a stake of 11,648 shares — an estimated $412K sold.

Creative Planning first reported a position in VBTX in Q3 2017 and held it in 16 quarters. The position peaked at $1.38M in Q1 2021. 185 funds tracked by Wall St. Rank hold VBTX as of Q3 2021.

Creative Planning reported no remaining Veritex Holdings position as of Q3 2021 after selling out during the quarter.
Creative Planning sold 11,648 Veritex Holdings shares in Q3 2021, an estimated $412K.
Creative Planning first reported a position in Veritex Holdings in Q3 2017 and held it in 16 quarters.
Creative Planning's Veritex Holdings position peaked at $1.38M in Q1 2021.
185 funds tracked by Wall St. Rank held Veritex Holdings as of Q3 2021.

Based on Creative Planning's 13F filing for Q3 2021, filed 10 Nov 2021.