JWA
VBTX

JFS Wealth Advisors’s Veritex Holdings VBTX Stock Holding History

JFS 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
2023
Q2 		– Sell
-1
Closed -$19 – 2010
2023
Q1 		$19 Sell
1
-11
-92% -$280 ﹤0.01% 1942
2022
Q4 		$337 Hold
12
– – ﹤0.01% 1790
2022
Q3 		$0 Sell
12
-3
-20% -$91 ﹤0.01% 1937
2022
Q2 		$0 Buy
15
+9
+150% +$300 ﹤0.01% 1945
2022
Q1 		$0 Buy
6
+4
+200% +$161 ﹤0.01% 1975
2021
Q4 		$0 Buy
+2
New +$81 ﹤0.01% 1890

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
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 $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

JFS Wealth Advisors's VBTX Position: Q2 2023 in Review

JFS Wealth Advisors sold out of Veritex Holdings (VBTX) in Q2 2023, closing a stake of 1 share — an estimated $19 sold.

JFS Wealth Advisors first reported a position in VBTX in Q4 2021 and held it in 6 quarters. The position peaked at $337 in Q4 2022. 211 funds tracked by Wall St. Rank hold VBTX as of Q2 2023.

  • JFS Wealth Advisors reported no remaining Veritex Holdings position as of Q2 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 1 Veritex Holdings share in Q2 2023, an estimated $19.
  • JFS Wealth Advisors first reported a position in Veritex Holdings in Q4 2021 and held it in 6 quarters.
  • JFS Wealth Advisors's Veritex Holdings position peaked at $337 in Q4 2022.
  • 211 funds tracked by Wall St. Rank held Veritex Holdings as of Q2 2023.

Based on JFS Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.