WAM
VBTX

Wealthspire Advisors (Maryland)’s Veritex Holdings VBTX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-165
Closed -$4K – 1969
2019
Q1 		$4K Buy
165
+62
+60% +$1.57K ﹤0.01% 1938
2018
Q4 		$2K Buy
+103
New +$2.52K ﹤0.01% 2146

Other funds holding VBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PBRA
Pine Brook Road Advisors Bedford, New York $138M AUM 19.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VBTX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Veritex Holdings (VBTX) in Q2 2019, closing a stake of 165 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in VBTX in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 180 funds tracked by Wall St. Rank hold VBTX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Veritex Holdings position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 165 Veritex Holdings shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Veritex Holdings in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Veritex Holdings position peaked at $4K in Q1 2019.
  • 180 funds tracked by Wall St. Rank held Veritex Holdings as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.