Harvest Group Wealth Management’s Texas Capital Bancshares TCBI Stock Holding History

Harvest Group Wealth 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 Q1	–	Sell	-10	Closed	-$1K	–	635
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	556
2020 Q3	$0	Hold	10	–	–	﹤0.01%	815
2020 Q2	$0	Buy	+10	New	+$280	﹤0.01%	828
2020 Q1	–	Sell	-34	Closed	-$1K	–	972
2019 Q4	$1K	Hold	34	–	–	﹤0.01%	870
2019 Q3	$2K	Sell	34 -18	-35%	-$1.02K	﹤0.01%	766
2019 Q2	$3K	Hold	52	–	–	﹤0.01%	480
2019 Q1	$3K	Buy	+52	New	+$3.01K	﹤0.01%	539

Other funds holding TCBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Harvest Group Wealth Management's TCBI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Texas Capital Bancshares (TCBI) in Q1 2021, closing a stake of 10 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in TCBI in Q1 2019 and held it in 7 quarters. The position peaked at $3K in Q2 2019. 246 funds tracked by Wall St. Rank hold TCBI as of Q1 2021.

Harvest Group Wealth Management reported no remaining Texas Capital Bancshares position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 10 Texas Capital Bancshares shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in Texas Capital Bancshares in Q1 2019 and held it in 7 quarters.
Harvest Group Wealth Management's Texas Capital Bancshares position peaked at $3K in Q2 2019.
246 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.