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Carolinas Wealth Consulting’s Texas Capital Bancshares TCBI Stock Holding History

Carolinas Wealth Consulting’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
2023
Q3 		– Sell
-12
Closed -$642 – 1113
2023
Q2 		$642 Buy
12
+1
+9% +$50 ﹤0.01% 966
2023
Q1 		$539 Buy
11
+4
+57% +$246 ﹤0.01% 984
2022
Q4 		$422 Buy
+7
New +$413 ﹤0.01% 1022

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T. Rowe Price Investment Management
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State Street
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AllianceBernstein
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NRCM
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Barrow, Hanley, Mewhinney & Strauss
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Carolinas Wealth Consulting's TCBI Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of Texas Capital Bancshares (TCBI) in Q3 2023, closing a stake of 12 shares — an estimated $642 sold.

Carolinas Wealth Consulting first reported a position in TCBI in Q4 2022 and held it in 3 quarters. The position peaked at $642 in Q2 2023. 245 funds tracked by Wall St. Rank hold TCBI as of Q3 2023.

  • Carolinas Wealth Consulting reported no remaining Texas Capital Bancshares position as of Q3 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 12 Texas Capital Bancshares shares in Q3 2023, an estimated $642.
  • Carolinas Wealth Consulting first reported a position in Texas Capital Bancshares in Q4 2022 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Texas Capital Bancshares position peaked at $642 in Q2 2023.
  • 245 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.