Sutton Wealth Advisors’s Veritex Holdings VBTX Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-315	Closed	-$8.85K	–	1540
2022 Q4	$8.85K	Sell	315 -231	-42%	-$6.86K	﹤0.01%	987
2022 Q3	$14.5K	Buy	546 +27	+5%	+$817	0.01%	768
2022 Q2	$15.2K	Buy	519 +131	+34%	+$4.36K	0.01%	761
2022 Q1	$14.8K	Buy	388 +78	+25%	+$3.14K	0.01%	816
2021 Q4	$12.3K	Buy	310 +10	+3%	+$405	﹤0.01%	869
2021 Q3	$11.8K	Hold	300	–	–	﹤0.01%	850
2021 Q2	$10.6K	Hold	300	–	–	﹤0.01%	897
2021 Q1	$9.82K	Hold	300	–	–	﹤0.01%	883
2020 Q4	$7.7K	Hold	300	–	–	﹤0.01%	888
2020 Q3	$5.11K	Hold	300	–	–	﹤0.01%	922
2020 Q2	$5.31K	Buy	300 +33	+12%	+$536	﹤0.01%	855
2020 Q1	$3.73K	Sell	267 -651	-71%	-$15.7K	﹤0.01%	919
2019 Q4	$26.7K	Hold	918	–	–	0.01%	496
2019 Q3	$22.3K	Hold	918	–	–	0.01%	548
2019 Q2	$23.8K	Hold	918	–	–	0.01%	518
2019 Q1	$22.2K	Buy	918 +361	+65%	+$9.14K	0.01%	537
2018 Q4	$11.9K	Buy	+557	New	+$13.6K	0.01%	694

Other funds holding VBTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sutton Wealth Advisors's VBTX Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Veritex Holdings (VBTX) in Q1 2023, closing a stake of 315 shares — an estimated $8.85K sold.

Sutton Wealth Advisors first reported a position in VBTX in Q4 2018 and held it in 17 quarters. The position peaked at $26.7K in Q4 2019. 204 funds tracked by Wall St. Rank hold VBTX as of Q1 2023.

Sutton Wealth Advisors reported no remaining Veritex Holdings position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 315 Veritex Holdings shares in Q1 2023, an estimated $8.85K.
Sutton Wealth Advisors first reported a position in Veritex Holdings in Q4 2018 and held it in 17 quarters.
Sutton Wealth Advisors's Veritex Holdings position peaked at $26.7K in Q4 2019.
204 funds tracked by Wall St. Rank held Veritex Holdings as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.