Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC
  City: DALLAS
  State: TX
  Zip: 75201
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $910,284,000
  Total Value Change : $64,361,000
  Securities Held Change : -7
   
All Securities Held : 197
  New Positions : 15
  Closed Positions : 28
  Increased Positions : 71
  Unchanged Positions : 30
  Decreased Positions : 81

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (COP)1 Year Chart         COP ConocoPhillips 32 New $113.58 $7,818,000 61,422 0.86% 7,818,000 61,422 0.006    Integrated Oil & Gas
   (UCO)1 Year Chart         UCO ProShares Ultra Bloomberg C... 59 New $1.35 $1,650,000 50,000 0.18% 1,650,000 50,000 0.155    N/A
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 95 New $39.16 $711,000 17,567 0.08% 711,000 17,567 0.195    N/A
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 100 New $293.18 $646,000 2,274 0.07% 646,000 2,274 0.001    Networking & Communic...
   (IRT)1 Year Chart         IRT Independence Realty Trust, Inc 117 New $16.22 $453,000 28,068 0.05% 453,000 28,068 0.013    N/A
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 126 New $0.00 $409,000 16,532 0.04% 409,000 16,532 0.003    N/A
   (XLF)1 Year Chart         XLF SPDR Financial Sector 135 New $41.04 $369,000 8,760 0.04% 369,000 8,760 0    Closed - End Fund - E...
   (EFC)1 Year Chart         EFC Ellington Financial LLC 139 New $12.16 $358,000 30,328 0.04% 358,000 30,328 0.037    N/A
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 165 New $127.78 $255,000 1,946 0.03% 255,000 1,946 0.001    Closed - End Fund - E...
   (CFLT)1 Year Chart         CFLT Confluent, Inc. 169 New $27.56 $244,000 8,000 0.03% 244,000 8,000 0.004    N/A
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 174 New $216.54 $224,000 1,086 0.02% 224,000 1,086 0    Semiconductor Equipme...
   (AZN)1 Year Chart         AZN AstraZeneca Plc (ADR) 178 New $76.77 $213,000 3,150 0.02% 213,000 3,150 0    Drug Manufacturers - ...
   (BLL)1 Year Chart         BLL Ball Corp 181 New $68.66 $201,000 2,986 0.02% 201,000 2,986 0.001    Packaging & Containers
   (XMTR)1 Year Chart         XMTR Xometry, Inc. 183 New $15.17 $169,000 10,000 0.02% 169,000 10,000 0.02    N/A
   (KOPN)1 Year Chart         KOPN Kopin Corp 192 New $0.80 $73,000 40,300 0.01% 73,000 40,300 0.047    Diversified Electronics

      15 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results