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Wealth Quarterback’s Texas Capital Bancshares TCBI Stock Holding History

Wealth Quarterback’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
2021
Q3 		$11K Hold
183
– – 0.01% 457
2021
Q2 		$12K Buy
+183
New +$12.3K 0.01% 446
2020
Q2 		– Sell
-243
Closed -$5.39K – 688
2020
Q1 		$5.39K Hold
243
– – ﹤0.01% 599
2019
Q4 		$13.8K Buy
+243
New +$13.8K 0.01% 452

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wealth Quarterback's TCBI Position: Q3 2021 in Review

Wealth Quarterback held its Texas Capital Bancshares (TCBI) position steady in Q3 2021 at 183 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #457.

Wealth Quarterback first reported a position in TCBI in Q4 2019 and has held it in 4 quarters since. The position peaked at $13.8K in Q4 2019. 243 funds tracked by Wall St. Rank hold TCBI as of Q3 2021.

  • Wealth Quarterback held 183 shares of Texas Capital Bancshares worth $11K as of Q3 2021.
  • Wealth Quarterback left its Texas Capital Bancshares share count unchanged in Q3 2021.
  • Texas Capital Bancshares made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #457 holding.
  • Wealth Quarterback first reported a position in Texas Capital Bancshares in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Texas Capital Bancshares position peaked at $13.8K in Q4 2019.
  • 243 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.