NFSG
VBTX

Newbridge Financial Services Group’s Veritex Holdings VBTX Stock Holding History

Newbridge Financial Services Group’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
-1,030
Closed -$36K – 1613
2021
Q2 		$36K Hold
1,030
– – 0.02% 545
2021
Q1 		$34K Buy
+1,030
New +$30.4K 0.03% 516

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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $30.3B AUM 33.75% 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 $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

Newbridge Financial Services Group's VBTX Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Veritex Holdings (VBTX) in Q3 2021, closing a stake of 1,030 shares — an estimated $36K sold.

Newbridge Financial Services Group first reported a position in VBTX in Q1 2021 and held it in 2 quarters. The position peaked at $36K in Q2 2021. 185 funds tracked by Wall St. Rank hold VBTX as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Veritex Holdings position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,030 Veritex Holdings shares in Q3 2021, an estimated $36K.
  • Newbridge Financial Services Group first reported a position in Veritex Holdings in Q1 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's Veritex Holdings position peaked at $36K in Q2 2021.
  • 185 funds tracked by Wall St. Rank held Veritex Holdings as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.