KI
VBTX

Kula Investments’s Veritex Holdings VBTX Stock Holding History

Kula Investments’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 		$913K Buy
+50,015
New +$1.28M 0.23% 150

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

Kula Investments's VBTX Position: Q1 2023 in Review

Kula Investments opened a new position in Veritex Holdings (VBTX) in Q1 2023: 50,015 shares worth $913K. The stake represents 0.23% of the portfolio and ranks #150 among its holdings.

204 funds tracked by Wall St. Rank hold VBTX as of Q1 2023.

  • Kula Investments held 50,015 shares of Veritex Holdings worth $913K as of Q1 2023.
  • Veritex Holdings was a new Kula Investments position in Q1 2023.
  • Veritex Holdings made up 0.23% of Kula Investments's portfolio in Q1 2023, its #150 holding.
  • 204 funds tracked by Wall St. Rank held Veritex Holdings as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.