FAIM
VBTX

Financial Advocates Investment Management’s Veritex Holdings VBTX Stock Holding History

Financial Advocates Investment Management’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
2022
Q4 		– Sell
-13,946
Closed -$82K – 874
2022
Q3 		$82K Buy
+13,946
New +$422K 0.01% 725

Other funds holding VBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Financial Advocates Investment Management's VBTX Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Veritex Holdings (VBTX) in Q4 2022, closing a stake of 13,946 shares — an estimated $82K sold.

Financial Advocates Investment Management first reported a position in VBTX in Q3 2022 and held it in 1 quarter. The position peaked at $82K in Q3 2022. 223 funds tracked by Wall St. Rank hold VBTX as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Veritex Holdings position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 13,946 Veritex Holdings shares in Q4 2022, an estimated $82K.
  • Financial Advocates Investment Management first reported a position in Veritex Holdings in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Veritex Holdings position peaked at $82K in Q3 2022.
  • 223 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.