MWA
VBTX

Meridian Wealth Advisors’s Veritex Holdings VBTX Stock Holding History

Meridian 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
2021
Q4 		– Sell
-5,246
Closed -$206K – 206
2021
Q3 		$206K Buy
+5,246
New +$183K 0.06% 184
2019
Q1 		– Sell
-6,546
Closed -$140K – 376
2018
Q4 		$140K Buy
+6,546
New +$160K 0.11% 142

Other funds holding VBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Meridian Wealth Advisors's VBTX Position: Q4 2021 in Review

Meridian Wealth Advisors sold out of Veritex Holdings (VBTX) in Q4 2021, closing a stake of 5,246 shares — an estimated $206K sold.

Meridian Wealth Advisors first reported a position in VBTX in Q4 2018 and held it in 2 quarters. The position peaked at $206K in Q3 2021. 201 funds tracked by Wall St. Rank hold VBTX as of Q4 2021.

  • Meridian Wealth Advisors reported no remaining Veritex Holdings position as of Q4 2021 after selling out during the quarter.
  • Meridian Wealth Advisors sold 5,246 Veritex Holdings shares in Q4 2021, an estimated $206K.
  • Meridian Wealth Advisors first reported a position in Veritex Holdings in Q4 2018 and held it in 2 quarters.
  • Meridian Wealth Advisors's Veritex Holdings position peaked at $206K in Q3 2021.
  • 201 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2021.

Based on Meridian Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.