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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 – 2469
2021
Q1 		$25K Buy
351
+349
+17,450% +$25.6K ﹤0.01% 1960
2020
Q4 		$0 Sell
2
-107
-98% -$5.29K ﹤0.01% 2853
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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sowell Financial Services's TCBI Position: Q2 2021 in Review

Sowell Financial Services sold out of Texas Capital Bancshares (TCBI) in Q2 2021, closing a stake of 351 shares — an estimated $25K sold.

Sowell Financial Services first reported a position in TCBI in Q3 2019 and held it in 7 quarters. The position peaked at $25K in Q1 2021. 245 funds tracked by Wall St. Rank hold TCBI as of Q2 2021.

  • Sowell Financial Services reported no remaining Texas Capital Bancshares position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 351 Texas Capital Bancshares shares in Q2 2021, an estimated $25K.
  • Sowell Financial Services first reported a position in Texas Capital Bancshares in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Texas Capital Bancshares position peaked at $25K in Q1 2021.
  • 245 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.