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

Sutton 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	Closed	-$302	–	1484
2022 Q4	$302	Hold	5	–	–	﹤0.01%	1562
2022 Q3	$295	Hold	5	–	–	﹤0.01%	1530
2022 Q2	$263	Buy	+5	New	+$268	﹤0.01%	1553
2017 Q2	–	Sell	-311	Closed	-$26K	–	1105
2017 Q1	$26K	Sell	311 -71	-19%	-$5.95K	0.02%	416
2016 Q4	$29.9K	Hold	382	–	–	0.03%	369
2016 Q3	$21K	Buy	382 +242	+173%	+$12.2K	0.02%	450
2016 Q2	$6.55K	Buy	140 +31	+28%	+$1.39K	0.01%	727
2016 Q1	$4.18K	Buy	+109	New	+$4.03K	﹤0.01%	793

Other funds holding TCBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Texas Capital Bancshares (TCBI) in Q1 2023, closing a stake of 5 shares — an estimated $302 sold.

Sutton Wealth Advisors first reported a position in TCBI in Q1 2016 and held it in 8 quarters. The position peaked at $29.9K in Q4 2016. 238 funds tracked by Wall St. Rank hold TCBI as of Q1 2023.

Sutton Wealth Advisors reported no remaining Texas Capital Bancshares position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 5 Texas Capital Bancshares shares in Q1 2023, an estimated $302.
Sutton Wealth Advisors first reported a position in Texas Capital Bancshares in Q1 2016 and held it in 8 quarters.
Sutton Wealth Advisors's Texas Capital Bancshares position peaked at $29.9K in Q4 2016.
238 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.