Hillcrest Wealth Advisors’s Veritex Holdings VBTX Stock Holding History

Hillcrest Wealth 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
2021 Q1	–	Sell	-10,454	Closed	-$268K	–	55
2020 Q4	$268K	Sell	10,454 -3,688	-26%	-$81.1K	0.18%	45
2020 Q3	$241K	Hold	14,142	–	–	0.17%	51
2020 Q2	$250K	Buy	14,142 +392	+3%	+$6.36K	0.22%	37
2020 Q1	$192K	Sell	13,750 -56	-0.4%	-$1.35K	0.19%	38
2019 Q4	$402K	Sell	13,806 -4,034	-23%	-$104K	0.33%	28
2019 Q3	$433K	Hold	17,840	–	–	0.37%	29
2019 Q2	$463K	Buy	17,840 +9,088	+104%	+$235K	0.39%	31
2019 Q1	$212K	Buy	+8,752	New	+$221K	0.19%	39

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

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

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

Hillcrest Wealth Advisors's VBTX Position: Q1 2021 in Review

Hillcrest Wealth Advisors sold out of Veritex Holdings (VBTX) in Q1 2021, closing a stake of 10,454 shares — an estimated $268K sold.

Hillcrest Wealth Advisors first reported a position in VBTX in Q1 2019 and held it in 8 quarters. The position peaked at $463K in Q2 2019. 172 funds tracked by Wall St. Rank hold VBTX as of Q1 2021.

Hillcrest Wealth Advisors reported no remaining Veritex Holdings position as of Q1 2021 after selling out during the quarter.
Hillcrest Wealth Advisors sold 10,454 Veritex Holdings shares in Q1 2021, an estimated $268K.
Hillcrest Wealth Advisors first reported a position in Veritex Holdings in Q1 2019 and held it in 8 quarters.
Hillcrest Wealth Advisors's Veritex Holdings position peaked at $463K in Q2 2019.
172 funds tracked by Wall St. Rank held Veritex Holdings as of Q1 2021.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.