PWPS
VBTX

Pinnacle Wealth Planning Services’s Veritex Holdings VBTX Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-361
Closed -$9K – 1870
2020
Q4 		$9K Buy
+361
New +$7.94K ﹤0.01% 1440

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
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Wealth Planning Services's VBTX Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Veritex Holdings (VBTX) in Q1 2021, closing a stake of 361 shares — an estimated $9K sold.

Pinnacle Wealth Planning Services first reported a position in VBTX in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 172 funds tracked by Wall St. Rank hold VBTX as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Veritex Holdings position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 361 Veritex Holdings shares in Q1 2021, an estimated $9K.
  • Pinnacle Wealth Planning Services first reported a position in Veritex Holdings in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Veritex Holdings position peaked at $9K in Q4 2020.
  • 172 funds tracked by Wall St. Rank held Veritex Holdings as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.