Texas Capital Bank Wealth Management Services Inc Sells in Q4 2024

Texas Capital Bank Wealth Management Services Inc

  • $969 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-30.9K
- 3.96%
$70.06 - $77.43 $2.16M - $2.39M
750K $52.7M
SBUX
Starbucks Corp

Consumer Cyclical
-80K
- 66.93%
$87.44 - $102.5 $6.99M - $8.19M
39.5K $3.6M
VEA
Vanguard Ftse Developed Market

ETFs
-65.2K
- 18.92%
$47.57 - $52.44 $3.1M - $3.42M
279K $13.4M
VV
Vanguard Large Cap ETF

ETFs
-15.5K
- 19.05%
$260.27 - $280.65 $4.02M - $4.34M
65.7K $17.7M
IWR
Ishares Russell Mid Cap ETF

ETFs
-31.8K
- 8.23%
$87.25 - $95.52 $2.77M - $3.04M
355K $31.4M
KLAC
Kla Corp

Technology
-600
- 4.39%
$614.46 - $829.55 $369K - $498K
13.1K $8.24M
LLY
Eli Lilly & CO

Healthcare
-563
- 4.31%
$727.2 - $932.06 $409K - $525K
12.5K $9.64M
NEE
Nextera Energy Inc

Utilities
-3.93K
- 3.34%
$69.77 - $85.43 $274K - $335K
114K $8.15M
DHR
Danaher Corp

Healthcare
-506
- 1.52%
$226.16 - $274.52 $114K - $139K
32.8K $7.52M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-9.11K
- 89.94%
$172.07 - $207.36 $1.57M - $1.89M
1.02K $201K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-24.9K
- 11.29%
$49.79 - $51.14 $1.24M - $1.27M
196K $9.82M
VZ
Verizon Communications Inc

Communication Services
-29.3K
- 77.99%
$39.6 - $45.21 $1.16M - $1.32M
8.26K $330K
PLD
Prologis, Inc.

Real Estate
-410
- 0.69%
$101.4 - $126.96 $41.6K - $52.1K
59.3K $6.27M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.03K
- 3.05%
$96.64 - $101.23 $486K - $509K
160K $15.5M
VO
Vanguard Mid Cap ETF

ETFs
-3.79K
- 11.17%
$261.5 - $284.63 $990K - $1.08M
30.1K $7.95M
CAT
Caterpillar Inc

Industrials
-131
- 0.5%
$360.37 - $416.88 $47.2K - $54.6K
26.1K $9.48M
ORCL
Oracle Corp

Technology
-1.69K
- 2.44%
$165.41 - $192.43 $280K - $325K
67.5K $11.2M
COP
Conocophillips

Energy
-218
- 0.33%
$95.12 - $114.72 $20.7K - $25K
66.5K $6.6M
XOM
Exxon Mobil Corp

Energy
-2.09K
- 13.03%
$105.51 - $125.37 $220K - $262K
13.9K $1.5M
MGV
Vanguard Mega Cap Value

ETFs
-965
- 1.65%
$124.06 - $133.48 $120K - $129K
57.4K $7.17M
IBM
International Business Machines Corp

Technology
-1.43K
- 57.4%
$204.9 - $238.04 $292K - $340K
1.06K $232K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-133
- 0.38%
$75.1 - $82.99 $9.99K - $11K
34.8K $2.63M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-2.48K
- 3.8%
$104.52 - $115.08 $259K - $285K
62.8K $6.63M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-619
- 16.02%
$209.89 - $233.24 $130K - $144K
3.24K $689K
AFL
Aflac Inc

Financial Services
-927
- 14.87%
$100.37 - $115.27 $93K - $107K
5.31K $548K
VTV
Vanguard Value ETF

ETFs
-486
- 7.8%
$168.32 - $181.87 $81.8K - $88.4K
5.75K $972K
IVE
Ishares S&P 500 Value ETF

ETFs
-378
- 12.89%
$189.5 - $206.17 $71.6K - $77.9K
2.56K $487K
VTI
Vanguard Total Stock Market Et

ETFs
-400
- 7.92%
$280.04 - $302.45 $112K - $121K
4.65K $1.35M
IWM
Ishares Russell 2000 ETF

ETFs
-361
- 3.18%
$216.13 - $242.4 $78K - $87.5K
11K $2.43M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-327
- 0.52%
$32.65 - $33.68 $10.7K - $11K
62.9K $2.06M
EFC
Ellington Financial Inc.

Real Estate
-4K
- 26.35%
$11.92 - $12.81 $47.7K - $51.2K
11.2K $135K
MCD
Mcdonalds Corp

Consumer Cyclical
-59
- 2.06%
$288.47 - $316.54 $17K - $18.7K
2.8K $812K
MRK
Merck & Co., Inc.

Healthcare
-107
- 4.49%
$96.31 - $114.76 $10.3K - $12.3K
2.28K $226K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-391
- 4.25%
$77.02 - $78.58 $30.1K - $30.7K
8.8K $679K
F
Ford Motor CO

Consumer Cyclical
-692
- 1.3%
$9.69 - $11.4 $6.71K - $7.89K
52.5K $519K
DIS
Walt Disney CO

Communication Services
-1.36K
- 18.38%
$92.39 - $117.6 $126K - $160K
6.04K $672K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-300
- 1.11%
$12.1 - $13.52 $3.63K - $4.06K
26.8K $328K
ITW
Illinois Tool Works Inc

Industrials
-52
- 4.91%
$253.56 - $278.5 $13.2K - $14.5K
1.01K $255K
SNPS
Synopsys Inc

Technology
-1
- 0.15%
$485.36 - $588.0 $485 - $588
646 $313K
SYK
Stryker Corp

Healthcare
-12
- 0.61%
$345.14 - $392.15 $4.14K - $4.71K
1.97K $708K
Oaktree Specialty Lending CO
-61.7K
- 56.88%
N/A
46.8K $0
IWP
Ishares Russell Mid Cap Growth

ETFs
-219
- 6.47%
$116.4 - $138.52 $25.5K - $30.3K
3.17K $401K
ADP
Automatic Data Processing Inc

Industrials
-24
- 1.44%
$280.08 - $307.97 $6.72K - $7.39K
1.64K $480K
IVW
Ishares S&P 500 Growth ETF

ETFs
-406
- 2.85%
$94.43 - $105.47 $38.3K - $42.8K
13.8K $1.4M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-26
- 0.4%
$129.96 - $144.97 $3.38K - $3.77K
6.51K $906K
COST
Costco Wholesale Corp

Consumer Defensive
-238
- 2.02%
$873.59 - $994.69 $208K - $237K
11.5K $10.6M
TJX
Tjx Companies Inc

Consumer Cyclical
-553
- 0.68%
$112.15 - $127.2 $62K - $70.3K
80.5K $9.72M
SPY
Spdr S&P 500 ETF Trust

ETFs
-53
- 0.26%
$567.81 - $607.81 $30.1K - $32.2K
20.1K $11.8M
GOOGL
Alphabet Inc.

Communication Services
-183
- 1.64%
$161.86 - $196.66 $29.6K - $36K
11K $2.08M
Activity Summary
Buys All Purchases 79 New Holdings 12 Increased Positions 67 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 1 Puts 0
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