PCIA
VBTX

Prime Capital Investment Advisors’s Veritex Holdings VBTX Stock Holding History

Prime Capital Investment 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
2024
Q2 		– Sell
-12,345
Closed -$253K – 1036
2024
Q1 		$253K Buy
+12,345
New +$255K ﹤0.01% 826

Other funds holding VBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Prime Capital Investment Advisors's VBTX Position: Q2 2024 in Review

Prime Capital Investment Advisors sold out of Veritex Holdings (VBTX) in Q2 2024, closing a stake of 12,345 shares — an estimated $253K sold.

Prime Capital Investment Advisors first reported a position in VBTX in Q1 2024 and held it in 1 quarter. The position peaked at $253K in Q1 2024. 217 funds tracked by Wall St. Rank hold VBTX as of Q2 2024.

  • Prime Capital Investment Advisors reported no remaining Veritex Holdings position as of Q2 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 12,345 Veritex Holdings shares in Q2 2024, an estimated $253K.
  • Prime Capital Investment Advisors first reported a position in Veritex Holdings in Q1 2024 and held it in 1 quarter.
  • Prime Capital Investment Advisors's Veritex Holdings position peaked at $253K in Q1 2024.
  • 217 funds tracked by Wall St. Rank held Veritex Holdings as of Q2 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.