Vest Financial’s Veritex Holdings VBTX Stock Holding History

Vest Financial’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
2024 Q1	–	Sell	-10,320	Closed	-$240K	–	303
2023 Q4	$240K	Buy	+10,320	New	+$203K	0.01%	170

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 Investment Management Baltimore, Maryland $145B AUM 22.78% 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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Vest Financial's VBTX Position: Q1 2024 in Review

Vest Financial sold out of Veritex Holdings (VBTX) in Q1 2024, closing a stake of 10,320 shares — an estimated $240K sold.

Vest Financial first reported a position in VBTX in Q4 2023 and held it in 1 quarter. The position peaked at $240K in Q4 2023. 212 funds tracked by Wall St. Rank hold VBTX as of Q1 2024.

Vest Financial reported no remaining Veritex Holdings position as of Q1 2024 after selling out during the quarter.
Vest Financial sold 10,320 Veritex Holdings shares in Q1 2024, an estimated $240K.
Vest Financial first reported a position in Veritex Holdings in Q4 2023 and held it in 1 quarter.
Vest Financial's Veritex Holdings position peaked at $240K in Q4 2023.
212 funds tracked by Wall St. Rank held Veritex Holdings as of Q1 2024.

Based on Vest Financial's 13F filing for Q1 2024, filed 30 Apr 2024.