Texas Capital Bank Wealth Management Services’s iShares Core Dividend ETF DIVB Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio DIVB Stock Details DIVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,000	Closed	-$383K	–	221
2023 Q2	$383K	Buy	+10,000	New	+$371K	0.04%	134

Other funds holding DIVB

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ATC

Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's DIVB Position: Q3 2023 in Review

Texas Capital Bank Wealth Management Services sold out of iShares Core Dividend ETF (DIVB) in Q3 2023, closing a stake of 10,000 shares — an estimated $383K sold.

Texas Capital Bank Wealth Management Services first reported a position in DIVB in Q2 2023 and held it in 1 quarter. The position peaked at $383K in Q2 2023. 60 funds tracked by Wall St. Rank hold DIVB as of Q3 2023.

Texas Capital Bank Wealth Management Services reported no remaining iShares Core Dividend ETF position as of Q3 2023 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 10,000 iShares Core Dividend ETF shares in Q3 2023, an estimated $383K.
Texas Capital Bank Wealth Management Services first reported a position in iShares Core Dividend ETF in Q2 2023 and held it in 1 quarter.
Texas Capital Bank Wealth Management Services's iShares Core Dividend ETF position peaked at $383K in Q2 2023.
60 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2023.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q3 2023, filed 14 Nov 2023.