NewEdge Advisors’s Veritex Holdings VBTX Stock Holding History

NewEdge 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
2023 Q1	–	Sell	-93	Closed	-$2.61K	–	4144
2022 Q4	$2.61K	Buy	+93	New	+$2.76K	﹤0.01%	2776

Other funds holding VBTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

NewEdge Advisors's VBTX Position: Q1 2023 in Review

NewEdge Advisors sold out of Veritex Holdings (VBTX) in Q1 2023, closing a stake of 93 shares — an estimated $2.61K sold.

NewEdge Advisors first reported a position in VBTX in Q4 2022 and held it in 1 quarter. The position peaked at $2.61K in Q4 2022. 204 funds tracked by Wall St. Rank hold VBTX as of Q1 2023.

NewEdge Advisors reported no remaining Veritex Holdings position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 93 Veritex Holdings shares in Q1 2023, an estimated $2.61K.
NewEdge Advisors first reported a position in Veritex Holdings in Q4 2022 and held it in 1 quarter.
NewEdge Advisors's Veritex Holdings position peaked at $2.61K in Q4 2022.
204 funds tracked by Wall St. Rank held Veritex Holdings as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.