WFA
VBTX

Wipfli Financial Advisors’s Veritex Holdings VBTX Stock Holding History

Wipfli 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
2022
Q3 		$12K Buy
+464
New +$14K ﹤0.01% 1789

Other funds holding VBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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

Wipfli Financial Advisors's VBTX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Veritex Holdings (VBTX) in Q3 2022: 464 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1789 among its holdings.

214 funds tracked by Wall St. Rank hold VBTX as of Q3 2022.

  • Wipfli Financial Advisors held 464 shares of Veritex Holdings worth $12K as of Q3 2022.
  • Veritex Holdings was a new Wipfli Financial Advisors position in Q3 2022.
  • Veritex Holdings made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1789 holding.
  • 214 funds tracked by Wall St. Rank held Veritex Holdings as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.