OPS
VBTX

Orion Portfolio Solutions’s Veritex Holdings VBTX Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-136
Closed -$2K – 1976
2020
Q2 		$2K Buy
+136
New +$2.21K ﹤0.01% 1839

Other funds holding VBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Orion Portfolio Solutions's VBTX Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Veritex Holdings (VBTX) in Q3 2020, closing a stake of 136 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in VBTX in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 152 funds tracked by Wall St. Rank hold VBTX as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Veritex Holdings position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 136 Veritex Holdings shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in Veritex Holdings in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Veritex Holdings position peaked at $2K in Q2 2020.
  • 152 funds tracked by Wall St. Rank held Veritex Holdings as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.