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Bartlett & Co Wealth Management’s Texas Capital Bancshares TCBI Stock Holding History

Bartlett & Co Wealth 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
2021
Q1 		– Sell
-14
Closed -$833 – 1188
2020
Q4 		$833 Buy
+14
New +$691 ﹤0.01% 1079

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Bartlett & Co Wealth Management's TCBI Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Texas Capital Bancshares (TCBI) in Q1 2021, closing a stake of 14 shares — an estimated $833 sold.

Bartlett & Co Wealth Management first reported a position in TCBI in Q4 2020 and held it in 1 quarter. The position peaked at $833 in Q4 2020. 246 funds tracked by Wall St. Rank hold TCBI as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Texas Capital Bancshares position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 14 Texas Capital Bancshares shares in Q1 2021, an estimated $833.
  • Bartlett & Co Wealth Management first reported a position in Texas Capital Bancshares in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Texas Capital Bancshares position peaked at $833 in Q4 2020.
  • 246 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.