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Redmont Wealth Advisors’s Texas Capital Bancshares TCBI Stock Holding History

Redmont 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
2023
Q1 		– Sell
-5,308
Closed -$320K – 107
2022
Q4 		$320K Buy
5,308
+1,155
+28% +$68.2K 0.38% 72
2022
Q3 		$245K Buy
+4,153
New +$246K 0.32% 78

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

Redmont Wealth Advisors's TCBI Position: Q1 2023 in Review

Redmont Wealth Advisors sold out of Texas Capital Bancshares (TCBI) in Q1 2023, closing a stake of 5,308 shares — an estimated $320K sold.

Redmont Wealth Advisors first reported a position in TCBI in Q3 2022 and held it in 2 quarters. The position peaked at $320K in Q4 2022. 238 funds tracked by Wall St. Rank hold TCBI as of Q1 2023.

  • Redmont Wealth Advisors reported no remaining Texas Capital Bancshares position as of Q1 2023 after selling out during the quarter.
  • Redmont Wealth Advisors sold 5,308 Texas Capital Bancshares shares in Q1 2023, an estimated $320K.
  • Redmont Wealth Advisors first reported a position in Texas Capital Bancshares in Q3 2022 and held it in 2 quarters.
  • Redmont Wealth Advisors's Texas Capital Bancshares position peaked at $320K in Q4 2022.
  • 238 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2023.

Based on Redmont Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.