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

Sowell 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
2021 Q2	–	Sell	-351	Closed	-$25K	–	2473
2021 Q1	$25K	Buy	351 +349	+17,450%	+$25.6K	﹤0.01%	1960
2020 Q4	$0	Sell	2 -107	-98%	-$5.29K	﹤0.01%	2863
2020 Q3	$3K	Hold	109	–	–	﹤0.01%	2162
2020 Q2	$3K	Hold	109	–	–	﹤0.01%	2080
2020 Q1	$2K	Buy	109 +2	+2%	+$93	﹤0.01%	2125
2019 Q4	$6K	Hold	107	–	–	﹤0.01%	1862
2019 Q3	$6K	Buy	+107	New	+$6.09K	﹤0.01%	1714

Other funds holding TCBI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return