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Garrett Wealth Advisory Group’s Texas Capital Bancshares TCBI Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-27
Closed -$1.48K – 573
2019
Q3 		$1.48K Buy
+27
New +$1.54K ﹤0.01% 630

Other funds holding TCBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Garrett Wealth Advisory Group's TCBI Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Texas Capital Bancshares (TCBI) in Q4 2019, closing a stake of 27 shares — an estimated $1.48K sold.

Garrett Wealth Advisory Group first reported a position in TCBI in Q3 2019 and held it in 1 quarter. The position peaked at $1.48K in Q3 2019. 254 funds tracked by Wall St. Rank hold TCBI as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Texas Capital Bancshares position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 27 Texas Capital Bancshares shares in Q4 2019, an estimated $1.48K.
  • Garrett Wealth Advisory Group first reported a position in Texas Capital Bancshares in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Texas Capital Bancshares position peaked at $1.48K in Q3 2019.
  • 254 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.