WIA
TCBI icon

Wealthstreet Investment Advisors’s Texas Capital Bancshares TCBI Stock Holding History

Wealthstreet Investment 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
2021
Q2 		– Sell
-4,475
Closed -$317K – 294
2021
Q1 		$317K Hold
4,475
– – 0.03% 309
2020
Q4 		$266K Buy
+4,475
New +$221K 0.03% 312

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

Wealthstreet Investment Advisors's TCBI Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Texas Capital Bancshares (TCBI) in Q2 2021, closing a stake of 4,475 shares — an estimated $317K sold.

Wealthstreet Investment Advisors first reported a position in TCBI in Q4 2020 and held it in 2 quarters. The position peaked at $317K in Q1 2021. 245 funds tracked by Wall St. Rank hold TCBI as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Texas Capital Bancshares position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 4,475 Texas Capital Bancshares shares in Q2 2021, an estimated $317K.
  • Wealthstreet Investment Advisors first reported a position in Texas Capital Bancshares in Q4 2020 and held it in 2 quarters.
  • Wealthstreet Investment Advisors's Texas Capital Bancshares position peaked at $317K in Q1 2021.
  • 245 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.