LPL Financial
VBTX

LPL Financial’s Veritex Holdings VBTX Stock Holding History

LPL Financial’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
-13,723
Closed -$385K – 4596
2022
Q4 		$385K Sell
13,723
-627
-4% -$18.6K ﹤0.01% 3475
2022
Q3 		$382K Sell
14,350
-637
-4% -$19.3K ﹤0.01% 3385
2022
Q2 		$439K Buy
14,987
+313
+2% +$10.4K ﹤0.01% 3317
2022
Q1 		$560K Buy
14,674
+1,065
+8% +$42.8K ﹤0.01% 3108
2021
Q4 		$541K Buy
+13,609
New +$551K ﹤0.01% 3208

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

LPL Financial's VBTX Position: Q1 2023 in Review

LPL Financial sold out of Veritex Holdings (VBTX) in Q1 2023, closing a stake of 13,723 shares — an estimated $385K sold.

LPL Financial first reported a position in VBTX in Q4 2021 and held it in 5 quarters. The position peaked at $560K in Q1 2022. 204 funds tracked by Wall St. Rank hold VBTX as of Q1 2023.

  • LPL Financial reported no remaining Veritex Holdings position as of Q1 2023 after selling out during the quarter.
  • LPL Financial sold 13,723 Veritex Holdings shares in Q1 2023, an estimated $385K.
  • LPL Financial first reported a position in Veritex Holdings in Q4 2021 and held it in 5 quarters.
  • LPL Financial's Veritex Holdings position peaked at $560K in Q1 2022.
  • 204 funds tracked by Wall St. Rank held Veritex Holdings as of Q1 2023.

Based on LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.