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Parisi Gray Wealth Management’s Texas Capital Bancshares TCBI Stock Holding History

Parisi Gray 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
2018
Q4 		– Sell
-72
Closed -$6K – 607
2018
Q3 		$6K Hold
72
– – ﹤0.01% 473
2018
Q2 		$7K Hold
72
– – ﹤0.01% 461
2018
Q1 		$7K Hold
72
– – 0.01% 472
2017
Q4 		$7K Buy
+72
New +$6.24K 0.01% 500

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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Frontier Capital Management
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Parisi Gray Wealth Management's TCBI Position: Q4 2018 in Review

Parisi Gray Wealth Management sold out of Texas Capital Bancshares (TCBI) in Q4 2018, closing a stake of 72 shares — an estimated $6K sold.

Parisi Gray Wealth Management first reported a position in TCBI in Q4 2017 and held it in 4 quarters. The position peaked at $7K in Q2 2018. 277 funds tracked by Wall St. Rank hold TCBI as of Q4 2018.

  • Parisi Gray Wealth Management reported no remaining Texas Capital Bancshares position as of Q4 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 72 Texas Capital Bancshares shares in Q4 2018, an estimated $6K.
  • Parisi Gray Wealth Management first reported a position in Texas Capital Bancshares in Q4 2017 and held it in 4 quarters.
  • Parisi Gray Wealth Management's Texas Capital Bancshares position peaked at $7K in Q2 2018.
  • 277 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q4 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.