Tarbox Family Office’s Veritex Holdings VBTX Stock Holding History

Tarbox Family Office’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	-46	Closed	-$2K	–	945
2022 Q1	$2K	Hold	46	–	–	﹤0.01%	875
2021 Q4	$2K	Hold	46	–	–	﹤0.01%	943
2021 Q3	$2K	Hold	46	–	–	﹤0.01%	984
2021 Q2	$2K	Hold	46	–	–	﹤0.01%	995
2021 Q1	$2K	Hold	46	–	–	﹤0.01%	947
2020 Q4	$1K	Hold	46	–	–	﹤0.01%	1074
2020 Q3	$1K	Hold	46	–	–	﹤0.01%	1079
2020 Q2	$1K	Sell	46 -73	-61%	-$1.19K	﹤0.01%	1080
2020 Q1	$2K	Buy	+119	New	+$2.87K	﹤0.01%	720
2019 Q3	–	Sell	-27	Closed	-$1K	–	1145
2019 Q2	$1K	Buy	+27	New	+$700	﹤0.01%	1036

Other funds holding VBTX

BlackRock New York $5.72T AUM 30.48% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Tarbox Family Office's VBTX Position: Q2 2022 in Review

Tarbox Family Office sold out of Veritex Holdings (VBTX) in Q2 2022, closing a stake of 46 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in VBTX in Q2 2019 and held it in 10 quarters. The position peaked at $2K in Q1 2022. 215 funds tracked by Wall St. Rank hold VBTX as of Q2 2022.

Tarbox Family Office reported no remaining Veritex Holdings position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 46 Veritex Holdings shares in Q2 2022, an estimated $2K.
Tarbox Family Office first reported a position in Veritex Holdings in Q2 2019 and held it in 10 quarters.
Tarbox Family Office's Veritex Holdings position peaked at $2K in Q1 2022.
215 funds tracked by Wall St. Rank held Veritex Holdings as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.