MFIMFI
VBTX

Mesirow Financial Investment Management - Fixed Income’s Veritex Holdings VBTX Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
Q3 		– Sell
-187,470
Closed -$6.64M – 151
2021
Q2 		$6.64M Sell
187,470
-67,225
-26% -$2.35M 0.74% 76
2021
Q1 		$8.33M Buy
254,695
+34,740
+16% +$1.02M 0.97% 49
2020
Q4 		$5.64M Buy
+219,955
New +$4.84M 0.76% 69

Other funds holding VBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's VBTX Position: Q3 2021 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Veritex Holdings (VBTX) in Q3 2021, closing a stake of 187,470 shares — an estimated $6.64M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in VBTX in Q4 2020 and held it in 3 quarters. The position peaked at $8.33M in Q1 2021. 185 funds tracked by Wall St. Rank hold VBTX as of Q3 2021.

  • Mesirow Financial Investment Management - Fixed Income reported no remaining Veritex Holdings position as of Q3 2021 after selling out during the quarter.
  • Mesirow Financial Investment Management - Fixed Income sold 187,470 Veritex Holdings shares in Q3 2021, an estimated $6.64M.
  • Mesirow Financial Investment Management - Fixed Income first reported a position in Veritex Holdings in Q4 2020 and held it in 3 quarters.
  • Mesirow Financial Investment Management - Fixed Income's Veritex Holdings position peaked at $8.33M in Q1 2021.
  • 185 funds tracked by Wall St. Rank held Veritex Holdings as of Q3 2021.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q3 2021, filed 4 Nov 2021.