PMA
VBTX

Prudent Man Advisors’s Veritex Holdings VBTX Stock Holding History

Prudent Man 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
2022
Q2 		– Sell
-5,380
Closed -$205K – 191
2022
Q1 		$205K Sell
5,380
-509
-9% -$20.5K 0.08% 177
2021
Q4 		$234K Sell
5,889
-3,692
-39% -$150K 0.09% 164
2021
Q3 		$377K Sell
9,581
-51
-0.5% -$1.78K 0.14% 119
2021
Q2 		$341K Sell
9,632
-50
-0.5% -$1.75K 0.13% 128
2021
Q1 		$317K Sell
9,682
-15
-0.2% -$442 0.13% 127
2020
Q4 		$249K Buy
+9,697
New +$213K 0.1% 149

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Prudent Man Advisors's VBTX Position: Q2 2022 in Review

Prudent Man Advisors sold out of Veritex Holdings (VBTX) in Q2 2022, closing a stake of 5,380 shares — an estimated $205K sold.

Prudent Man Advisors first reported a position in VBTX in Q4 2020 and held it in 6 quarters. The position peaked at $377K in Q3 2021. 215 funds tracked by Wall St. Rank hold VBTX as of Q2 2022.

  • Prudent Man Advisors reported no remaining Veritex Holdings position as of Q2 2022 after selling out during the quarter.
  • Prudent Man Advisors sold 5,380 Veritex Holdings shares in Q2 2022, an estimated $205K.
  • Prudent Man Advisors first reported a position in Veritex Holdings in Q4 2020 and held it in 6 quarters.
  • Prudent Man Advisors's Veritex Holdings position peaked at $377K in Q3 2021.
  • 215 funds tracked by Wall St. Rank held Veritex Holdings as of Q2 2022.

Based on Prudent Man Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.