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NewEdge Advisors’s Texas Capital Bancshares TCBI Stock Holding History

NewEdge 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
2023
Q1 		– Sell
-17
Closed -$1.02K – 4089
2022
Q4 		$1.02K Buy
+17
New +$1K ﹤0.01% 3028
2017
Q3 		– Sell
-115
Closed -$8.89K – 1036
2017
Q2 		$8.89K Buy
+115
New +$8.86K ﹤0.01% 1006

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewEdge Advisors's TCBI Position: Q1 2023 in Review

NewEdge Advisors sold out of Texas Capital Bancshares (TCBI) in Q1 2023, closing a stake of 17 shares — an estimated $1.02K sold.

NewEdge Advisors first reported a position in TCBI in Q2 2017 and held it in 2 quarters. The position peaked at $8.89K in Q2 2017. 238 funds tracked by Wall St. Rank hold TCBI as of Q1 2023.

  • NewEdge Advisors reported no remaining Texas Capital Bancshares position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 17 Texas Capital Bancshares shares in Q1 2023, an estimated $1.02K.
  • NewEdge Advisors first reported a position in Texas Capital Bancshares in Q2 2017 and held it in 2 quarters.
  • NewEdge Advisors's Texas Capital Bancshares position peaked at $8.89K in Q2 2017.
  • 238 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.