Valeo Financial Advisors’s Veritex Holdings VBTX Stock Holding History

Valeo Financial 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
2020 Q1	–	Sell	-999	Closed	-$29K	–	1924
2019 Q4	$29K	Hold	999	–	–	﹤0.01%	830
2019 Q3	$24K	Hold	999	–	–	﹤0.01%	804
2019 Q2	$26K	Hold	999	–	–	﹤0.01%	778
2019 Q1	$24K	Hold	999	–	–	﹤0.01%	737
2018 Q4	$21K	Hold	999	–	–	﹤0.01%	700
2018 Q3	$23K	Hold	999	–	–	﹤0.01%	741
2018 Q2	$30K	Hold	999	–	–	﹤0.01%	656
2018 Q1	$28K	Sell	999 -1,292	-56%	-$36.5K	﹤0.01%	626
2017 Q4	$63K	Buy	2,291 +999	+77%	+$27K	0.01%	435
2017 Q3	$35K	Buy	+1,292	New	+$34K	0.01%	466

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

FCM

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valeo Financial Advisors's VBTX Position: Q1 2020 in Review

Valeo Financial Advisors sold out of Veritex Holdings (VBTX) in Q1 2020, closing a stake of 999 shares — an estimated $29K sold.

Valeo Financial Advisors first reported a position in VBTX in Q3 2017 and held it in 10 quarters. The position peaked at $63K in Q4 2017. 155 funds tracked by Wall St. Rank hold VBTX as of Q1 2020.

Valeo Financial Advisors reported no remaining Veritex Holdings position as of Q1 2020 after selling out during the quarter.
Valeo Financial Advisors sold 999 Veritex Holdings shares in Q1 2020, an estimated $29K.
Valeo Financial Advisors first reported a position in Veritex Holdings in Q3 2017 and held it in 10 quarters.
Valeo Financial Advisors's Veritex Holdings position peaked at $63K in Q4 2017.
155 funds tracked by Wall St. Rank held Veritex Holdings as of Q1 2020.

Based on Valeo Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.