PFS
VBTX

Prospera Financial Services’s Veritex Holdings VBTX Stock Holding History

Prospera Financial 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
2022
Q3 		– Sell
-324
Closed -$9K – 1557
2022
Q2 		$9K Hold
324
– – ﹤0.01% 1371
2022
Q1 		$12K Buy
+324
New +$13K ﹤0.01% 1968

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prospera Financial Services's VBTX Position: Q3 2022 in Review

Prospera Financial Services sold out of Veritex Holdings (VBTX) in Q3 2022, closing a stake of 324 shares — an estimated $9K sold.

Prospera Financial Services first reported a position in VBTX in Q1 2022 and held it in 2 quarters. The position peaked at $12K in Q1 2022. 214 funds tracked by Wall St. Rank hold VBTX as of Q3 2022.

  • Prospera Financial Services reported no remaining Veritex Holdings position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 324 Veritex Holdings shares in Q3 2022, an estimated $9K.
  • Prospera Financial Services first reported a position in Veritex Holdings in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Veritex Holdings position peaked at $12K in Q1 2022.
  • 214 funds tracked by Wall St. Rank held Veritex Holdings as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.