TIM
VBTX

Tevis Investment Management’s Veritex Holdings VBTX Stock Holding History

Tevis Investment Management’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
Q4 		– Sell
-1,057
Closed -$28K – 190
2022
Q3 		$28K Buy
1,057
+6
+0.6% +$182 0.03% 238
2022
Q2 		$31K Buy
1,051
+6
+0.6% +$200 0.03% 226
2022
Q1 		$40K Buy
1,045
+6
+0.6% +$241 0.04% 218
2021
Q4 		$41K Buy
+1,039
New +$42.1K 0.04% 225

Other funds holding VBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Tevis Investment Management's VBTX Position: Q4 2022 in Review

Tevis Investment Management sold out of Veritex Holdings (VBTX) in Q4 2022, closing a stake of 1,057 shares — an estimated $28K sold.

Tevis Investment Management first reported a position in VBTX in Q4 2021 and held it in 4 quarters. The position peaked at $41K in Q4 2021. 223 funds tracked by Wall St. Rank hold VBTX as of Q4 2022.

  • Tevis Investment Management reported no remaining Veritex Holdings position as of Q4 2022 after selling out during the quarter.
  • Tevis Investment Management sold 1,057 Veritex Holdings shares in Q4 2022, an estimated $28K.
  • Tevis Investment Management first reported a position in Veritex Holdings in Q4 2021 and held it in 4 quarters.
  • Tevis Investment Management's Veritex Holdings position peaked at $41K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.