Berman Capital Advisors’s Texas Capital Bancshares TCBI Stock Holding History

Berman Capital 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
2021 Q3	$3K	Hold	64	–	–	﹤0.01%	1617
2021 Q2	$4K	Hold	64	–	–	﹤0.01%	1426
2021 Q1	$4K	Hold	64	–	–	﹤0.01%	1362
2020 Q4	$3K	Hold	64	–	–	﹤0.01%	1332
2020 Q3	$1K	Hold	64	–	–	﹤0.01%	1518
2020 Q2	$1K	Sell	64 -118	-65%	-$3.3K	﹤0.01%	1510
2020 Q1	$4K	Buy	+182	New	+$8.44K	﹤0.01%	968
2019 Q4	–	Sell	-46	Closed	-$2K	–	1538
2019 Q3	$2K	Buy	46 +22	+92%	+$1.25K	﹤0.01%	1231
2019 Q2	$1K	Buy	+24	New	+$1.46K	﹤0.01%	1387

Other funds holding TCBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Berman Capital Advisors's TCBI Position: Q3 2021 in Review

Berman Capital Advisors held its Texas Capital Bancshares (TCBI) position steady in Q3 2021 at 64 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

Berman Capital Advisors first reported a position in TCBI in Q2 2019 and has held it in 9 quarters since. The position peaked at $4K in Q2 2021. 243 funds tracked by Wall St. Rank hold TCBI as of Q3 2021.

Berman Capital Advisors held 64 shares of Texas Capital Bancshares worth $3K as of Q3 2021.
Berman Capital Advisors left its Texas Capital Bancshares share count unchanged in Q3 2021.
Texas Capital Bancshares made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1617 holding.
Berman Capital Advisors first reported a position in Texas Capital Bancshares in Q2 2019 and has held it in 9 quarters since.
Berman Capital Advisors's Texas Capital Bancshares position peaked at $4K in Q2 2021.
243 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.