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Dana Investment Advisors’s Texas Capital Bancshares TCBI Stock Holding History

Dana Investment 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
Q2 		– Sell
-29,839
Closed -$1.84M – 537
2024
Q1 		$1.84M Buy
+29,839
New +$1.81M 0.06% 299

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dana Investment Advisors's TCBI Position: Q2 2024 in Review

Dana Investment Advisors sold out of Texas Capital Bancshares (TCBI) in Q2 2024, closing a stake of 29,839 shares — an estimated $1.84M sold.

Dana Investment Advisors first reported a position in TCBI in Q1 2024 and held it in 1 quarter. The position peaked at $1.84M in Q1 2024. 245 funds tracked by Wall St. Rank hold TCBI as of Q2 2024.

  • Dana Investment Advisors reported no remaining Texas Capital Bancshares position as of Q2 2024 after selling out during the quarter.
  • Dana Investment Advisors sold 29,839 Texas Capital Bancshares shares in Q2 2024, an estimated $1.84M.
  • Dana Investment Advisors first reported a position in Texas Capital Bancshares in Q1 2024 and held it in 1 quarter.
  • Dana Investment Advisors's Texas Capital Bancshares position peaked at $1.84M in Q1 2024.
  • 245 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2024.

Based on Dana Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.