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

TCI 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 Q2	–	Sell	-106	Closed	-$5.19K	–	2014
2023 Q1	$5.19K	Buy	106 +23	+28%	+$1.41K	﹤0.01%	1501
2022 Q4	$5.01K	Buy	83 +1	+1%	+$59	﹤0.01%	1523
2022 Q3	$5K	Buy	82 +4	+5%	+$237	﹤0.01%	1522
2022 Q2	$4K	Buy	78 +3	+4%	+$161	﹤0.01%	1699
2022 Q1	$4K	Hold	75	–	–	﹤0.01%	1794
2021 Q4	$5K	Hold	75	–	–	﹤0.01%	1721
2021 Q3	$5K	Sell	75 -24	-24%	-$1.5K	﹤0.01%	1654
2021 Q2	$6K	Hold	99	–	–	﹤0.01%	1363
2021 Q1	$7K	Buy	99 +75	+313%	+$5.51K	﹤0.01%	1084
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	1456
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	1432
2020 Q2	$1K	Buy	+24	New	+$672	﹤0.01%	1360
2020 Q1	–	Sell	-36	Closed	-$2K	–	1753
2019 Q4	$2K	Hold	36	–	–	﹤0.01%	1205
2019 Q3	$2K	Hold	36	–	–	﹤0.01%	1148
2019 Q2	$2K	Hold	36	–	–	﹤0.01%	1069
2019 Q1	$2K	Hold	36	–	–	﹤0.01%	1083
2018 Q4	$2K	Hold	36	–	–	﹤0.01%	1065
2018 Q3	$3K	Hold	36	–	–	﹤0.01%	957
2018 Q2	$3K	Hold	36	–	–	﹤0.01%	972
2018 Q1	$3K	Hold	36	–	–	﹤0.01%	882
2017 Q4	$3K	Hold	36	–	–	﹤0.01%	939
2017 Q3	$3K	Hold	36	–	–	﹤0.01%	877
2017 Q2	$3K	Hold	36	–	–	﹤0.01%	913
2017 Q1	$3K	Hold	36	–	–	﹤0.01%	866
2016 Q4	$3K	Hold	36	–	–	﹤0.01%	935
2016 Q3	$2K	Hold	36	–	–	﹤0.01%	1004
2016 Q2	$2K	Buy	+36	New	+$1.61K	﹤0.01%	965

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

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

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

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

TCI Wealth Advisors's TCBI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Texas Capital Bancshares (TCBI) in Q2 2023, closing a stake of 106 shares — an estimated $5.19K sold.

TCI Wealth Advisors first reported a position in TCBI in Q2 2016 and held it in 27 quarters. The position peaked at $7K in Q1 2021. 226 funds tracked by Wall St. Rank hold TCBI as of Q2 2023.

TCI Wealth Advisors reported no remaining Texas Capital Bancshares position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 106 Texas Capital Bancshares shares in Q2 2023, an estimated $5.19K.
TCI Wealth Advisors first reported a position in Texas Capital Bancshares in Q2 2016 and held it in 27 quarters.
TCI Wealth Advisors's Texas Capital Bancshares position peaked at $7K in Q1 2021.
226 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.