HGWM
VBTX

Harvest Group Wealth Management’s Veritex Holdings VBTX Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-53
Closed -$1K – 687
2020
Q4 		$1K Hold
53
– – ﹤0.01% 579
2020
Q3 		$1K Hold
53
– – ﹤0.01% 530
2020
Q2 		$0 Buy
+53
New +$860 ﹤0.01% 855
2020
Q1 		– Sell
-60
Closed -$1K – 1016
2019
Q4 		$1K Hold
60
– – ﹤0.01% 887
2019
Q3 		$1K Hold
60
– – ﹤0.01% 941
2019
Q2 		$1K Hold
60
– – ﹤0.01% 826
2019
Q1 		$1K Buy
+60
New +$1.52K ﹤0.01% 858

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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
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
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harvest Group Wealth Management's VBTX Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Veritex Holdings (VBTX) in Q1 2021, closing a stake of 53 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in VBTX in Q1 2019 and held it in 7 quarters. The position peaked at $1K in Q4 2020. 172 funds tracked by Wall St. Rank hold VBTX as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Veritex Holdings position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 53 Veritex Holdings shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Veritex Holdings in Q1 2019 and held it in 7 quarters.
  • Harvest Group Wealth Management's Veritex Holdings position peaked at $1K in Q4 2020.
  • 172 funds tracked by Wall St. Rank held Veritex Holdings as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.