SWA
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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 – 1485
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

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T. Rowe Price Investment Management
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State Street
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AllianceBernstein
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BCM
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return