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BerganKDV Wealth Management’s Texas Capital Bancshares TCBI Stock Holding History

BerganKDV 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
2020
Q2 		– Sell
-13
Closed – – 1087
2020
Q1 		$0 Hold
13
– – ﹤0.01% 1001
2019
Q4 		$1K Buy
+13
New +$741 ﹤0.01% 899

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BerganKDV Wealth Management's TCBI Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Texas Capital Bancshares (TCBI) in Q2 2020, closing a stake of 13 shares.

BerganKDV Wealth Management first reported a position in TCBI in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 199 funds tracked by Wall St. Rank hold TCBI as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Texas Capital Bancshares position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 13 Texas Capital Bancshares shares in Q2 2020.
  • BerganKDV Wealth Management first reported a position in Texas Capital Bancshares in Q4 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's Texas Capital Bancshares position peaked at $1K in Q4 2019.
  • 199 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.