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Ashton Thomas Private Wealth’s Texas Capital Bancshares TCBI Stock Holding History

Ashton Thomas Private Wealth’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
Q3 		– Sell
-134
Closed -$8.19K – 1703
2024
Q2 		$8.19K Buy
+134
New +$7.91K ﹤0.01% 1387

Other funds holding TCBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ashton Thomas Private Wealth's TCBI Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Texas Capital Bancshares (TCBI) in Q3 2024, closing a stake of 134 shares — an estimated $8.19K sold.

Ashton Thomas Private Wealth first reported a position in TCBI in Q2 2024 and held it in 1 quarter. The position peaked at $8.19K in Q2 2024. 259 funds tracked by Wall St. Rank hold TCBI as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Texas Capital Bancshares position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 134 Texas Capital Bancshares shares in Q3 2024, an estimated $8.19K.
  • Ashton Thomas Private Wealth first reported a position in Texas Capital Bancshares in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Texas Capital Bancshares position peaked at $8.19K in Q2 2024.
  • 259 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.