MFT
VBTX

Moisand Fitzgerald Tamayo’s Veritex Holdings VBTX Stock Holding History

Moisand Fitzgerald Tamayo’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
2022
Q4 		– Sell
-38
Closed -$1K – 846
2022
Q3 		$1K Buy
+38
New +$1.15K ﹤0.01% 663

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Moisand Fitzgerald Tamayo's VBTX Position: Q4 2022 in Review

Moisand Fitzgerald Tamayo sold out of Veritex Holdings (VBTX) in Q4 2022, closing a stake of 38 shares — an estimated $1K sold.

Moisand Fitzgerald Tamayo first reported a position in VBTX in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 223 funds tracked by Wall St. Rank hold VBTX as of Q4 2022.

  • Moisand Fitzgerald Tamayo reported no remaining Veritex Holdings position as of Q4 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 38 Veritex Holdings shares in Q4 2022, an estimated $1K.
  • Moisand Fitzgerald Tamayo first reported a position in Veritex Holdings in Q3 2022 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's Veritex Holdings position peaked at $1K in Q3 2022.
  • 223 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2022, filed 23 Jan 2023.