TCI Wealth Advisors’s Origin Bancorp OBK Stock Holding History

TCI Wealth Advisors’s Portfolio OBK Stock Details OBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-54	Closed	-$2K	–	2516
2021 Q2	$2K	Buy	+54	New	+$2.34K	﹤0.01%	2056

Other funds holding OBK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

TCI Wealth Advisors's OBK Position: Q3 2021 in Review

TCI Wealth Advisors sold out of Origin Bancorp (OBK) in Q3 2021, closing a stake of 54 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in OBK in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 102 funds tracked by Wall St. Rank hold OBK as of Q3 2021.

TCI Wealth Advisors reported no remaining Origin Bancorp position as of Q3 2021 after selling out during the quarter.
TCI Wealth Advisors sold 54 Origin Bancorp shares in Q3 2021, an estimated $2K.
TCI Wealth Advisors first reported a position in Origin Bancorp in Q2 2021 and held it in 1 quarter.
TCI Wealth Advisors's Origin Bancorp position peaked at $2K in Q2 2021.
102 funds tracked by Wall St. Rank held Origin Bancorp as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.