FCA
VBTX

FinTrust Capital Advisors’s Veritex Holdings VBTX Stock Holding History

FinTrust Capital Advisors’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
Q3 		– Sell
-300
Closed -$8.42K – 1349
2023
Q2 		$8.42K Hold
300
– – ﹤0.01% 794
2023
Q1 		$8.42K Hold
300
– – ﹤0.01% 790
2022
Q4 		$8.42K Hold
300
– – ﹤0.01% 788
2022
Q3 		$9K Buy
+300
New +$9.08K ﹤0.01% 908
2020
Q2 		– Sell
-5,000
Closed -$70K – 1168
2020
Q1 		$70K Hold
5,000
– – 0.03% 360
2019
Q4 		$146K Buy
+5,000
New +$128K 0.06% 270

Other funds holding VBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

FinTrust Capital Advisors's VBTX Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of Veritex Holdings (VBTX) in Q3 2023, closing a stake of 300 shares — an estimated $8.42K sold.

FinTrust Capital Advisors first reported a position in VBTX in Q4 2019 and held it in 6 quarters. The position peaked at $146K in Q4 2019. 204 funds tracked by Wall St. Rank hold VBTX as of Q3 2023.

  • FinTrust Capital Advisors reported no remaining Veritex Holdings position as of Q3 2023 after selling out during the quarter.
  • FinTrust Capital Advisors sold 300 Veritex Holdings shares in Q3 2023, an estimated $8.42K.
  • FinTrust Capital Advisors first reported a position in Veritex Holdings in Q4 2019 and held it in 6 quarters.
  • FinTrust Capital Advisors's Veritex Holdings position peaked at $146K in Q4 2019.
  • 204 funds tracked by Wall St. Rank held Veritex Holdings as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.