RFG
VBTX

RFP Financial Group’s Veritex Holdings VBTX Stock Holding History

RFP Financial 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
2023
Q4 		– Sell
-39
Closed -$700 – 999
2023
Q3 		$700 Hold
39
– – ﹤0.01% 832
2023
Q2 		$699 Hold
39
– – ﹤0.01% 865
2023
Q1 		$712 Hold
39
– – ﹤0.01% 672
2022
Q4 		$1.09K Buy
+39
New +$1.16K ﹤0.01% 761

Other funds holding VBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RFP Financial Group's VBTX Position: Q4 2023 in Review

RFP Financial Group sold out of Veritex Holdings (VBTX) in Q4 2023, closing a stake of 39 shares — an estimated $700 sold.

RFP Financial Group first reported a position in VBTX in Q4 2022 and held it in 4 quarters. The position peaked at $1.09K in Q4 2022. 216 funds tracked by Wall St. Rank hold VBTX as of Q4 2023.

  • RFP Financial Group reported no remaining Veritex Holdings position as of Q4 2023 after selling out during the quarter.
  • RFP Financial Group sold 39 Veritex Holdings shares in Q4 2023, an estimated $700.
  • RFP Financial Group first reported a position in Veritex Holdings in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's Veritex Holdings position peaked at $1.09K in Q4 2022.
  • 216 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.