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West Oak Capital’s Texas Capital Bancshares TCBI Stock Holding History

West Oak Capital’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
-10
Closed -$1K – 372
2021
Q1 		$1K Buy
+10
New +$735 ﹤0.01% 335

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Vanguard Group
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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

West Oak Capital's TCBI Position: Q2 2021 in Review

West Oak Capital sold out of Texas Capital Bancshares (TCBI) in Q2 2021, closing a stake of 10 shares — an estimated $1K sold.

West Oak Capital first reported a position in TCBI in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 245 funds tracked by Wall St. Rank hold TCBI as of Q2 2021.

  • West Oak Capital reported no remaining Texas Capital Bancshares position as of Q2 2021 after selling out during the quarter.
  • West Oak Capital sold 10 Texas Capital Bancshares shares in Q2 2021, an estimated $1K.
  • West Oak Capital first reported a position in Texas Capital Bancshares in Q1 2021 and held it in 1 quarter.
  • West Oak Capital's Texas Capital Bancshares position peaked at $1K in Q1 2021.
  • 245 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2021.

Based on West Oak Capital's 13F filing for Q2 2021, filed 20 Jul 2021.