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TFO Wealth Partners’s Texas Capital Bancshares TCBI Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-2
Closed -$123 – 665
2024
Q1 		$123 Hold
2
– – ﹤0.01% 598
2023
Q4 		$129 Hold
2
– – ﹤0.01% 754
2023
Q3 		$103 Hold
2
– – ﹤0.01% 973
2023
Q2 		$103 Hold
2
– – ﹤0.01% 661
2023
Q1 		$98 Sell
2
-6
-75% -$369 ﹤0.01% 650
2022
Q4 		$985 Buy
+8
New +$472 ﹤0.01% 373

Other funds holding TCBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

TFO Wealth Partners's TCBI Position: Q2 2024 in Review

TFO Wealth Partners sold out of Texas Capital Bancshares (TCBI) in Q2 2024, closing a stake of 2 shares — an estimated $123 sold.

TFO Wealth Partners first reported a position in TCBI in Q4 2022 and held it in 6 quarters. The position peaked at $985 in Q4 2022. 244 funds tracked by Wall St. Rank hold TCBI as of Q2 2024.

  • TFO Wealth Partners reported no remaining Texas Capital Bancshares position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Texas Capital Bancshares shares in Q2 2024, an estimated $123.
  • TFO Wealth Partners first reported a position in Texas Capital Bancshares in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Texas Capital Bancshares position peaked at $985 in Q4 2022.
  • 244 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.