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CSat Investment Advisory’s Texas Capital Bancshares TCBI Stock Holding History

CSat Investment Advisory’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
Q2 		– Sell
-180
Closed -$4K – 1170
2020
Q1 		$4K Buy
180
+42
+30% +$1.95K ﹤0.01% 1042
2019
Q4 		$8K Buy
138
+9
+7% +$513 ﹤0.01% 1034
2019
Q3 		$7K Buy
129
+18
+16% +$1.02K ﹤0.01% 1011
2019
Q2 		$7K Buy
+111
New +$6.75K ﹤0.01% 1002

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CSat Investment Advisory's TCBI Position: Q2 2020 in Review

CSat Investment Advisory sold out of Texas Capital Bancshares (TCBI) in Q2 2020, closing a stake of 180 shares — an estimated $4K sold.

CSat Investment Advisory first reported a position in TCBI in Q2 2019 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 199 funds tracked by Wall St. Rank hold TCBI as of Q2 2020.

  • CSat Investment Advisory reported no remaining Texas Capital Bancshares position as of Q2 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 180 Texas Capital Bancshares shares in Q2 2020, an estimated $4K.
  • CSat Investment Advisory first reported a position in Texas Capital Bancshares in Q2 2019 and held it in 4 quarters.
  • CSat Investment Advisory's Texas Capital Bancshares position peaked at $8K in Q4 2019.
  • 199 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2020.

Based on CSat Investment Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.