DI
VBTX

Disciplined Investments’s Veritex Holdings VBTX Stock Holding History

Disciplined Investments’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
2023
Q2 		– Sell
-4
Closed -$73 – 1728
2023
Q1 		$73 Buy
4
+2
+100% +$51 ﹤0.01% 1609
2022
Q4 		$56 Sell
2
-4
-67% -$119 ﹤0.01% 1581
2022
Q3 		$0 Buy
6
+3
+100% +$91 ﹤0.01% 1635
2022
Q2 		$0 Buy
3
+1
+50% +$33 ﹤0.01% 1642
2022
Q1 		$0 Buy
+2
New +$80 ﹤0.01% 1634

Other funds holding VBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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 $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Disciplined Investments's VBTX Position: Q2 2023 in Review

Disciplined Investments sold out of Veritex Holdings (VBTX) in Q2 2023, closing a stake of 4 shares — an estimated $73 sold.

Disciplined Investments first reported a position in VBTX in Q1 2022 and held it in 5 quarters. The position peaked at $73 in Q1 2023. 211 funds tracked by Wall St. Rank hold VBTX as of Q2 2023.

  • Disciplined Investments reported no remaining Veritex Holdings position as of Q2 2023 after selling out during the quarter.
  • Disciplined Investments sold 4 Veritex Holdings shares in Q2 2023, an estimated $73.
  • Disciplined Investments first reported a position in Veritex Holdings in Q1 2022 and held it in 5 quarters.
  • Disciplined Investments's Veritex Holdings position peaked at $73 in Q1 2023.
  • 211 funds tracked by Wall St. Rank held Veritex Holdings as of Q2 2023.

Based on Disciplined Investments's 13F filing for Q2 2023, filed 10 Jul 2023.