TCBWMS
OIL

Texas Capital Bank Wealth Management Services’s iPath Pure Beta Crude Oil ETN OIL Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio OIL Stock Details OIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-20,000
Closed -$610K – 202
2022
Q4 		$610K Buy
+20,000
New +$608K 0.07% 104

Other funds holding OIL

PFS
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Jane Street
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FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's OIL Position: Q1 2023 in Review

Texas Capital Bank Wealth Management Services sold out of iPath Pure Beta Crude Oil ETN (OIL) in Q1 2023, closing a stake of 20,000 shares — an estimated $610K sold.

Texas Capital Bank Wealth Management Services first reported a position in OIL in Q4 2022 and held it in 1 quarter. The position peaked at $610K in Q4 2022. 13 funds tracked by Wall St. Rank hold OIL as of Q1 2023.

  • Texas Capital Bank Wealth Management Services reported no remaining iPath Pure Beta Crude Oil ETN position as of Q1 2023 after selling out during the quarter.
  • Texas Capital Bank Wealth Management Services sold 20,000 iPath Pure Beta Crude Oil ETN shares in Q1 2023, an estimated $610K.
  • Texas Capital Bank Wealth Management Services first reported a position in iPath Pure Beta Crude Oil ETN in Q4 2022 and held it in 1 quarter.
  • Texas Capital Bank Wealth Management Services's iPath Pure Beta Crude Oil ETN position peaked at $610K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held iPath Pure Beta Crude Oil ETN as of Q1 2023.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2023, filed 11 May 2023.