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Capital Performance Advisors’s Third Coast Bancshares TCBX Stock Holding History

Capital Performance Advisors’s Portfolio TCBX Stock Details TCBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-428
Closed -$11.5K – 2408
2024
Q3 		$11.5K Buy
+428
New +$10.2K ﹤0.01% 788

Other funds holding TCBX

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

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

Capital Performance Advisors sold out of Third Coast Bancshares (TCBX) in Q4 2024, closing a stake of 428 shares — an estimated $11.5K sold.

Capital Performance Advisors first reported a position in TCBX in Q3 2024 and held it in 1 quarter. The position peaked at $11.5K in Q3 2024. 124 funds tracked by Wall St. Rank hold TCBX as of Q4 2024.

  • Capital Performance Advisors reported no remaining Third Coast Bancshares position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 428 Third Coast Bancshares shares in Q4 2024, an estimated $11.5K.
  • Capital Performance Advisors first reported a position in Third Coast Bancshares in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Third Coast Bancshares position peaked at $11.5K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q4 2024.

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