Anchor Investment Management’s Texas Capital Bancshares TCBI Stock Holding History

Anchor Investment Management’s Portfolio TCBI Stock Details TCBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,350	Closed	-$145K	–	1056
2024 Q1	$145K	Hold	2,350	–	–	0.02%	406
2023 Q4	$152K	Hold	2,350	–	–	0.02%	383
2023 Q3	$138K	Hold	2,350	–	–	0.02%	390
2023 Q2	$121K	Hold	2,350	–	–	0.02%	401
2023 Q1	$115K	Hold	2,350	–	–	0.02%	419
2022 Q4	$142K	Hold	2,350	–	–	0.02%	391
2022 Q3	$139K	Buy	2,350 +5	+0.2%	+$296	0.02%	386
2022 Q2	$123K	Hold	2,345	–	–	0.02%	421
2022 Q1	$134K	Hold	2,345	–	–	0.02%	430
2021 Q4	$141K	Buy	2,345 +4	+0.2%	+$241	0.02%	427
2021 Q3	$141K	Sell	2,341 -2,730	-54%	-$170K	0.02%	407
2021 Q2	$322K	Hold	5,071	–	–	0.04%	292
2021 Q1	$360K	Hold	5,071	–	–	0.05%	256
2020 Q4	$302K	Hold	5,071	–	–	0.05%	233
2020 Q3	$158K	Hold	5,071	–	–	0.03%	314
2020 Q2	$157K	Hold	5,071	–	–	0.04%	304
2020 Q1	$112K	Buy	5,071 +677	+15%	+$31.4K	0.03%	320
2019 Q4	$249K	Buy	4,394 +194	+5%	+$11.1K	0.05%	261
2019 Q3	$230K	Hold	4,200	–	–	0.05%	268
2019 Q2	$258K	Hold	4,200	–	–	0.06%	252
2019 Q1	$229K	Hold	4,200	–	–	0.06%	260
2018 Q4	$215K	Hold	4,200	–	–	0.06%	259
2018 Q3	$347K	Hold	4,200	–	–	0.08%	223
2018 Q2	$384K	Hold	4,200	–	–	0.09%	213
2018 Q1	$378K	Buy	4,200 +2,215	+112%	+$208K	0.1%	213
2017 Q4	$176K	Buy	1,985 +285	+17%	+$24.7K	0.05%	300
2017 Q3	$146K	Hold	1,700	–	–	0.04%	298
2017 Q2	$132K	Hold	1,700	–	–	0.04%	288
2017 Q1	$142K	Hold	1,700	–	–	0.05%	277
2016 Q4	$133K	Hold	1,700	–	–	0.05%	267
2016 Q3	$93.4K	Hold	1,700	–	–	0.04%	298
2016 Q2	$79.5K	Hold	1,700	–	–	0.03%	304
2016 Q1	$65.2K	Buy	+1,700	New	+$62.9K	0.03%	317

Other funds holding TCBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Anchor Investment Management's TCBI Position: Q2 2024 in Review

Anchor Investment Management sold out of Texas Capital Bancshares (TCBI) in Q2 2024, closing a stake of 2,350 shares — an estimated $145K sold.

Anchor Investment Management first reported a position in TCBI in Q1 2016 and held it in 33 quarters. The position peaked at $384K in Q2 2018. 244 funds tracked by Wall St. Rank hold TCBI as of Q2 2024.

Anchor Investment Management reported no remaining Texas Capital Bancshares position as of Q2 2024 after selling out during the quarter.
Anchor Investment Management sold 2,350 Texas Capital Bancshares shares in Q2 2024, an estimated $145K.
Anchor Investment Management first reported a position in Texas Capital Bancshares in Q1 2016 and held it in 33 quarters.
Anchor Investment Management's Texas Capital Bancshares position peaked at $384K in Q2 2018.
244 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2024.

Based on Anchor Investment Management's 13F filing for Q2 2024, filed 20 Sep 2024.