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Essex Investment Management’s Texas Capital Bancshares TCBI Stock Holding History

Essex Investment Management’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
2021
Q4 		– Sell
-3,917
Closed -$235K – 431
2021
Q3 		$235K Hold
3,917
– – 0.03% 311
2021
Q2 		$249K Buy
+3,917
New +$264K 0.03% 319
2020
Q1 		– Sell
-10,821
Closed -$614K – 466
2019
Q4 		$614K Buy
+10,821
New +$617K 0.08% 293

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Essex Investment Management's TCBI Position: Q4 2021 in Review

Essex Investment Management sold out of Texas Capital Bancshares (TCBI) in Q4 2021, closing a stake of 3,917 shares — an estimated $235K sold.

Essex Investment Management first reported a position in TCBI in Q4 2019 and held it in 3 quarters. The position peaked at $614K in Q4 2019. 240 funds tracked by Wall St. Rank hold TCBI as of Q4 2021.

  • Essex Investment Management reported no remaining Texas Capital Bancshares position as of Q4 2021 after selling out during the quarter.
  • Essex Investment Management sold 3,917 Texas Capital Bancshares shares in Q4 2021, an estimated $235K.
  • Essex Investment Management first reported a position in Texas Capital Bancshares in Q4 2019 and held it in 3 quarters.
  • Essex Investment Management's Texas Capital Bancshares position peaked at $614K in Q4 2019.
  • 240 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q4 2021.

Based on Essex Investment Management's 13F filing for Q4 2021, filed 10 Feb 2022.