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Paces Ferry Wealth Advisors’s Texas Capital Bancshares TCBI Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-8
Closed – – 994
2020
Q3 		$0 Buy
+8
New +$252 ﹤0.01% 1250

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CS
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Dimensional Fund Advisors
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AllianceBernstein
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State Street
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Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Paces Ferry Wealth Advisors's TCBI Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Texas Capital Bancshares (TCBI) in Q4 2020, closing a stake of 8 shares.

Paces Ferry Wealth Advisors first reported a position in TCBI in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 211 funds tracked by Wall St. Rank hold TCBI as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Texas Capital Bancshares position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 8 Texas Capital Bancshares shares in Q4 2020.
  • Paces Ferry Wealth Advisors first reported a position in Texas Capital Bancshares in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Texas Capital Bancshares position peaked at $0 in Q3 2020.
  • 211 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.