TCI Wealth Advisors’s Veritex Holdings VBTX Stock Holding History

TCI 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 Q2	–	Sell	-135	Closed	-$2.47K	–	2145
2023 Q1	$2.47K	Sell	135 -241	-64%	-$6.14K	﹤0.01%	1912
2022 Q4	$10.6K	Buy	376 +120	+47%	+$3.56K	﹤0.01%	1039
2022 Q3	$7K	Sell	256 -113	-31%	-$3.42K	﹤0.01%	1299
2022 Q2	$11K	Buy	369 +86	+30%	+$2.86K	﹤0.01%	974
2022 Q1	$11K	Hold	283	–	–	﹤0.01%	1070
2021 Q4	$11K	Hold	283	–	–	﹤0.01%	1122
2021 Q3	$11K	Buy	283 +57	+25%	+$1.99K	﹤0.01%	1065
2021 Q2	$8K	Buy	226 +91	+67%	+$3.18K	﹤0.01%	1148
2021 Q1	$4K	Hold	135	–	–	﹤0.01%	1434
2020 Q4	$3K	Hold	135	–	–	﹤0.01%	1144
2020 Q3	$2K	Hold	135	–	–	﹤0.01%	1197
2020 Q2	$2K	Buy	135 +101	+297%	+$1.64K	﹤0.01%	1141
2020 Q1	$0	Sell	34 -35	-51%	-$843	﹤0.01%	1777
2019 Q4	$2K	Hold	69	–	–	﹤0.01%	1221
2019 Q3	$2K	Hold	69	–	–	﹤0.01%	1163
2019 Q2	$2K	Hold	69	–	–	﹤0.01%	1081
2019 Q1	$2K	Buy	69 +35	+103%	+$886	﹤0.01%	1095
2018 Q4	$1K	Hold	34	–	–	﹤0.01%	1325
2018 Q3	$1K	Hold	34	–	–	﹤0.01%	1343
2018 Q2	$1K	Hold	34	–	–	﹤0.01%	1388
2018 Q1	$1K	Hold	34	–	–	﹤0.01%	1236
2017 Q4	$1K	Hold	34	–	–	﹤0.01%	1277
2017 Q3	$1K	Hold	34	–	–	﹤0.01%	1213
2017 Q2	$1K	Hold	34	–	–	﹤0.01%	1230
2017 Q1	$1K	Hold	34	–	–	﹤0.01%	1178
2016 Q4	$1K	Hold	34	–	–	﹤0.01%	1246
2016 Q3	$1K	Hold	34	–	–	﹤0.01%	1234
2016 Q2	$1K	Hold	34	–	–	﹤0.01%	1168
2016 Q1	$0	Buy	+34	New	+$482	﹤0.01%	1414

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TCI Wealth Advisors's VBTX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Veritex Holdings (VBTX) in Q2 2023, closing a stake of 135 shares — an estimated $2.47K sold.

TCI Wealth Advisors first reported a position in VBTX in Q1 2016 and held it in 29 quarters. The position peaked at $11K in Q2 2022. 211 funds tracked by Wall St. Rank hold VBTX as of Q2 2023.

TCI Wealth Advisors reported no remaining Veritex Holdings position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 135 Veritex Holdings shares in Q2 2023, an estimated $2.47K.
TCI Wealth Advisors first reported a position in Veritex Holdings in Q1 2016 and held it in 29 quarters.
TCI Wealth Advisors's Veritex Holdings position peaked at $11K in Q2 2022.
211 funds tracked by Wall St. Rank held Veritex Holdings as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.