KFI
VBTX

Key Financial Inc’s Veritex Holdings VBTX Stock Holding History

Key Financial Inc’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
Q1 		– Sell
-325
Closed -$8.64K – 1218
2022
Q4 		$8.64K Hold
325
– – ﹤0.01% 663
2022
Q3 		$9K Hold
325
– – ﹤0.01% 664
2022
Q2 		$10K Hold
325
– – 0.01% 643
2022
Q1 		$12K Buy
+325
New +$13.1K 0.01% 599

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Key Financial Inc's VBTX Position: Q1 2023 in Review

Key Financial Inc sold out of Veritex Holdings (VBTX) in Q1 2023, closing a stake of 325 shares — an estimated $8.64K sold.

Key Financial Inc first reported a position in VBTX in Q1 2022 and held it in 4 quarters. The position peaked at $12K in Q1 2022. 204 funds tracked by Wall St. Rank hold VBTX as of Q1 2023.

  • Key Financial Inc reported no remaining Veritex Holdings position as of Q1 2023 after selling out during the quarter.
  • Key Financial Inc sold 325 Veritex Holdings shares in Q1 2023, an estimated $8.64K.
  • Key Financial Inc first reported a position in Veritex Holdings in Q1 2022 and held it in 4 quarters.
  • Key Financial Inc's Veritex Holdings position peaked at $12K in Q1 2022.
  • 204 funds tracked by Wall St. Rank held Veritex Holdings as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.