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Prospera Financial Services’s Texas Capital Bancshares TCBI Stock Holding History

Prospera Financial Services’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
2022
Q3 		– Sell
-124
Closed -$7K – 1509
2022
Q2 		$7K Hold
124
– – ﹤0.01% 1418
2022
Q1 		$7K Buy
+124
New +$7.92K ﹤0.01% 2182

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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 $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prospera Financial Services's TCBI Position: Q3 2022 in Review

Prospera Financial Services sold out of Texas Capital Bancshares (TCBI) in Q3 2022, closing a stake of 124 shares — an estimated $7K sold.

Prospera Financial Services first reported a position in TCBI in Q1 2022 and held it in 2 quarters. The position peaked at $7K in Q2 2022. 243 funds tracked by Wall St. Rank hold TCBI as of Q3 2022.

  • Prospera Financial Services reported no remaining Texas Capital Bancshares position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 124 Texas Capital Bancshares shares in Q3 2022, an estimated $7K.
  • Prospera Financial Services first reported a position in Texas Capital Bancshares in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Texas Capital Bancshares position peaked at $7K in Q2 2022.
  • 243 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.