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Harrell Investment Partners’s Third Coast Bancshares TCBX Stock Holding History

Harrell Investment Partners’s Portfolio TCBX Stock Details TCBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-17,203
Closed -$284K – 101
2023
Q3 		$284K Hold
17,203
– – 0.1% 86
2023
Q2 		$273K Hold
17,203
– – 0.09% 84
2023
Q1 		$270K Hold
17,203
– – 0.1% 86
2022
Q4 		$317K Hold
17,203
– – 0.12% 80
2022
Q3 		$294K Hold
17,203
– – 0.12% 82
2022
Q2 		$377K Buy
+17,203
New +$400K 0.15% 77

Other funds holding TCBX

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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Harrell Investment Partners's TCBX Position: Q4 2023 in Review

Harrell Investment Partners sold out of Third Coast Bancshares (TCBX) in Q4 2023, closing a stake of 17,203 shares — an estimated $284K sold.

Harrell Investment Partners first reported a position in TCBX in Q2 2022 and held it in 6 quarters. The position peaked at $377K in Q2 2022. 69 funds tracked by Wall St. Rank hold TCBX as of Q4 2023.

  • Harrell Investment Partners reported no remaining Third Coast Bancshares position as of Q4 2023 after selling out during the quarter.
  • Harrell Investment Partners sold 17,203 Third Coast Bancshares shares in Q4 2023, an estimated $284K.
  • Harrell Investment Partners first reported a position in Third Coast Bancshares in Q2 2022 and held it in 6 quarters.
  • Harrell Investment Partners's Third Coast Bancshares position peaked at $377K in Q2 2022.
  • 69 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q4 2023.

Based on Harrell Investment Partners's 13F filing for Q4 2023, filed 22 Jan 2024.