SFS
VBTX

Sowell Financial Services’s Veritex Holdings VBTX Stock Holding History

Sowell 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
2021
Q2 		– Sell
-200
Closed -$7K – 2633
2021
Q1 		$7K Buy
+200
New +$5.9K ﹤0.01% 2486

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State Street
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WHG
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Brown Advisory
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ICOM
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sowell Financial Services's VBTX Position: Q2 2021 in Review

Sowell Financial Services sold out of Veritex Holdings (VBTX) in Q2 2021, closing a stake of 200 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in VBTX in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 176 funds tracked by Wall St. Rank hold VBTX as of Q2 2021.

  • Sowell Financial Services reported no remaining Veritex Holdings position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 200 Veritex Holdings shares in Q2 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in Veritex Holdings in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Veritex Holdings position peaked at $7K in Q1 2021.
  • 176 funds tracked by Wall St. Rank held Veritex Holdings as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.