Ken Fisher
VBTX

Ken Fisher’s Veritex Holdings VBTX Stock Holding History

Ken Fisher’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
Q4 		– Sell
-18,459
Closed -$331K – 1125
2023
Q3 		$331K Buy
18,459
+8,459
+85% +$163K ﹤0.01% 917
2023
Q2 		$179K Hold
10,000
– – ﹤0.01% 1038
2023
Q1 		$183K Sell
10,000
-13,334
-57% -$340K ﹤0.01% 992
2022
Q4 		$655K Buy
+23,334
New +$693K ﹤0.01% 810

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ken Fisher's VBTX Position: Q4 2023 in Review

Ken Fisher sold out of Veritex Holdings (VBTX) in Q4 2023, closing a stake of 18,459 shares — an estimated $331K sold.

Ken Fisher first reported a position in VBTX in Q4 2022 and held it in 4 quarters. The position peaked at $655K in Q4 2022. 216 funds tracked by Wall St. Rank hold VBTX as of Q4 2023.

  • Ken Fisher reported no remaining Veritex Holdings position as of Q4 2023 after selling out during the quarter.
  • Ken Fisher sold 18,459 Veritex Holdings shares in Q4 2023, an estimated $331K.
  • Ken Fisher first reported a position in Veritex Holdings in Q4 2022 and held it in 4 quarters.
  • Ken Fisher's Veritex Holdings position peaked at $655K in Q4 2022.
  • 216 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.