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BDO Wealth Advisors’s Texas Capital Bancshares TCBI Stock Holding History

BDO Wealth Advisors’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
2023
Q1 		– Sell
-12
Closed -$724 – 1089
2022
Q4 		$724 Hold
12
– – ﹤0.01% 922
2022
Q3 		$1K Hold
12
– – ﹤0.01% 999
2022
Q2 		$1K Hold
12
– – ﹤0.01% 1012
2022
Q1 		$1K Hold
12
– – ﹤0.01% 1029
2021
Q4 		$1K Buy
+12
New +$724 ﹤0.01% 1060

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BDO Wealth Advisors's TCBI Position: Q1 2023 in Review

BDO Wealth Advisors sold out of Texas Capital Bancshares (TCBI) in Q1 2023, closing a stake of 12 shares — an estimated $724 sold.

BDO Wealth Advisors first reported a position in TCBI in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 238 funds tracked by Wall St. Rank hold TCBI as of Q1 2023.

  • BDO Wealth Advisors reported no remaining Texas Capital Bancshares position as of Q1 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 12 Texas Capital Bancshares shares in Q1 2023, an estimated $724.
  • BDO Wealth Advisors first reported a position in Texas Capital Bancshares in Q4 2021 and held it in 5 quarters.
  • BDO Wealth Advisors's Texas Capital Bancshares position peaked at $1K in Q3 2022.
  • 238 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.