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

Burt 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
2020
Q4 		– Sell
-59
Closed -$2K – 421
2020
Q3 		$2K Hold
59
– – ﹤0.01% 361
2020
Q2 		$2K Hold
59
– – ﹤0.01% 348
2020
Q1 		$1K Buy
+59
New +$2.74K ﹤0.01% 392

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Burt Wealth Advisors's TCBI Position: Q4 2020 in Review

Burt Wealth Advisors sold out of Texas Capital Bancshares (TCBI) in Q4 2020, closing a stake of 59 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in TCBI in Q1 2020 and held it in 3 quarters. The position peaked at $2K in Q3 2020. 211 funds tracked by Wall St. Rank hold TCBI as of Q4 2020.

  • Burt Wealth Advisors reported no remaining Texas Capital Bancshares position as of Q4 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 59 Texas Capital Bancshares shares in Q4 2020, an estimated $2K.
  • Burt Wealth Advisors first reported a position in Texas Capital Bancshares in Q1 2020 and held it in 3 quarters.
  • Burt Wealth Advisors's Texas Capital Bancshares position peaked at $2K in Q3 2020.
  • 211 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.