PWMG
VBTX

Prestige Wealth Management Group’s Veritex Holdings VBTX Stock Holding History

Prestige Wealth Management 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
2019
Q1 		– Sell
-26
Closed -$1K – 1116
2018
Q4 		$1K Buy
+26
New +$635 ﹤0.01% 1138

Other funds holding VBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PBRA
Pine Brook Road Advisors Bedford, New York $138M AUM 19.16% 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
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Prestige Wealth Management Group's VBTX Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Veritex Holdings (VBTX) in Q1 2019, closing a stake of 26 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in VBTX in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 186 funds tracked by Wall St. Rank hold VBTX as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Veritex Holdings position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 26 Veritex Holdings shares in Q1 2019, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in Veritex Holdings in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Veritex Holdings position peaked at $1K in Q4 2018.
  • 186 funds tracked by Wall St. Rank held Veritex Holdings as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.