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

Capital Performance 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
2024
Q4 		– Sell
-132
Closed -$9.43K – 2406
2024
Q3 		$9.43K Buy
+132
New +$8.64K ﹤0.01% 861

Other funds holding TCBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Capital Performance Advisors's TCBI Position: Q4 2024 in Review

Capital Performance Advisors sold out of Texas Capital Bancshares (TCBI) in Q4 2024, closing a stake of 132 shares — an estimated $9.43K sold.

Capital Performance Advisors first reported a position in TCBI in Q3 2024 and held it in 1 quarter. The position peaked at $9.43K in Q3 2024. 306 funds tracked by Wall St. Rank hold TCBI as of Q4 2024.

  • Capital Performance Advisors reported no remaining Texas Capital Bancshares position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 132 Texas Capital Bancshares shares in Q4 2024, an estimated $9.43K.
  • Capital Performance Advisors first reported a position in Texas Capital Bancshares in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Texas Capital Bancshares position peaked at $9.43K in Q3 2024.
  • 306 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.