Texas Capital Bank Wealth Management Services Inc buys iShares Short-Term National Muni Bond…

Investment firm Texas Capital Bank Wealth Management Services Inc (current portfolio) buys iShares Short-Term National Muni Bond ETF, Consumer Discretionary Select Sector SPDR, Thermo Fisher Scientific Inc, Materials Select Sector SPDR, iShares Core MSCI Emerging Markets ETF, sells Industrial Select Sector SPDR, Amgen Inc, Vanguard Tax-Exempt Bond ETF, Real Estate Select Sector SPDR Fund (The), SPDR Blackstone Senior Loan ETF during the 3 months ended Q4 2021, according to the company’s latest filings. investment, Texas Capital Bank Wealth Management Services Inc. As of Q4 2021, Texas Capital Bank Wealth Management Services Inc owns 158 shares with a total value of $1.2 billion. These are the details of purchases and sales.

  • New purchases: SUB, XLY, XLB, VZ, SLF, IEF, XOM, ITW, PKI, QCOM, APA, FTNT, BIBL, RSP, KO, CSCO, BMY, CLOV, APTO, HIPO,

  • Positions added: TMO, IEFA, IEMG, IWR, IVW, ETV, SPY, ORCC, EFA, VEA, IEUR, VOOG, XLV, PFF, OEF, VNQ, MA, XLE, ELVT, T, ADX, PG, MMM, ABT, VTI, ADBE, ADP, BAC, GOOGL, JNJ, LOW, MMC, MCD, PEP, CRM, IDV, SYK, UPS, DIS, PYPL, LNG, GOOG, USAC, ABBV, V,

  • Reduced positions: AMGN, VTEB, VOO, IVE, NVDA, INTU, MSFT, COST, HD, UNH, ZTS, ETN, CVS, USB, MGV, JPM, NKE, MGK, AAPL, TXN, NEE, DLR, LPRO, IWF, ECL, XLU, BR, WM, ACN, PFE, QQQ, XLF,

  • Solder: XLI, XLRE, SRLN, HP, MTCH, RRX, Shy,

For details of purchases and sales of TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC stock,
go to https://www.gurufocus.com/guru/texas+capital+bank+wealth+management+services+inc/current-portfolio/portfolio

Here are the top 5 holdings of TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC

  1. Vanguard S&P 500 ETF (VOO) – 496,903 shares, 18.78% of total portfolio. Shares reduced by 1.63%

  2. iShares Russell Mid-Cap ETF (IWR) – 1,048,116 shares, 7.53% of total portfolio. Shares added 1.72%

  3. iShares Short-Term National Muni Bond ETF (SUB) – 589,035 shares, 5.47% of total portfolio. New position

  4. Technology Select Sector SPDR ETF (XLK) – 284,855 shares, 4.29% of total portfolio. Shares reduced by 0.69%

  5. BTC iShares Core MSCI EAFE ETF (IEFA) – 528,173 shares, 3.41% of total portfolio. Shares added 12.08%

New purchase: iShares Short-Term National Muni Bond ETF (SUB)

Texas Capital Bank Wealth Management Services Inc has initiated a stake in iShares Short-Term National Muni Bond ETF. Purchase prices were between $107.15 and $107.38, with an estimated average price of $107.27. The stock is now trading at around $106.110,000. The impact on a portfolio of this purchase was 5.47%. The holding was 589,035 shares as of 12/31/2021.

New buy: SPDR Select Sector Consumer Discretionary (XLY)

Texas Capital Bank Wealth Management Services Inc has initiated a stake in Consumer Discretionary Select Sector SPDR. Purchase prices were between $179.1 and $211.1, with an estimated average price of $199.24. The stock is now trading at around $184.020000. The impact on a portfolio of this purchase is 1.83%. The holding was 103,487 shares as of 12/31/2021.

New Purchase: Select Sector SPDR Materials (XLB)

Texas Capital Bank Wealth Management Services Inc has initiated a stake in Materials Select Sector SPDR. Purchase prices were between $79.62 and $90.61, with an estimated average price of $86.09. The stock is now trading at around $82.710000. The impact on a portfolio of this purchase is 0.36%. The holding was 46,137 shares as of 12/31/2021.

New purchase: Verizon Communications Inc (VZ)

Texas Capital Bank Wealth Management Services Inc began holding Verizon Communications Inc. Purchase prices were between $49.77 and $54.53, with an estimated average price of $52.14. The stock is now trading at around $53,000,000. The impact on a portfolio of this purchase is 0.1%. The holding was 21,311 shares as of 12/31/2021.

New purchase: Sun Life Financial Inc. (SLF)

Texas Capital Bank Wealth Management Services Inc began holding Sun Life Financial Inc. Purchase prices were between $52.64 and $57.63, with an estimated average price of $55.33. The stock is now trading at around $57.470000. The impact on a portfolio of this purchase is 0.08%. The holding was 16,976 shares as of 12/31/2021.

New purchase: iShares 7-10 Year Treasury Bond ETF (IEF)

Texas Capital Bank Wealth Management Services Inc has initiated a stake in iShares 7-10 Year Treasury Bond ETF. Purchase prices were between $113.25 and $116.14, with an estimated average price of $114.66. The stock is now trading at around $111.230000. The impact on a portfolio of this purchase was 0.06%. The holding was 5,898 shares as of 12/31/2021.

Added: Thermo Fisher Scientific Inc (TMO)

Texas Capital Bank Wealth Management Services Inc added a 1343.90% stake in Thermo Fisher Scientific Inc. Purchase prices were between $569 and $667.24, with an estimated average price of $625.69. The stock is now trading at around $587.050000. The impact on a portfolio of this purchase was 0.86%. The holding was 15,854 shares as of 12/31/2021.

Added: iShares Core MSCI Emerging Markets ETF (IEMG)

Texas Capital Bank Wealth Management Services Inc added a 124.75% stake in iShares Core MSCI Emerging Markets ETF. Purchase prices were between $57.97 and $62.96, with an estimated average price of $60.63. The stock is now trading at around $59.350000. The impact on a portfolio of this purchase is 0.26%. The holding was 88,847 shares as of 12/31/2021.

Added: Eaton Vance Tax-Managed Buy-Write Opp (ETV)

Texas Capital Bank Wealth Management Services Inc added a 54.77% stake in Eaton Vance Tax-Managed Buy-Write Opp. Purchase prices were between $15.94 and $16.82, with an estimated average price of $16.49. The stock is now trading at around $15.580000. The impact on a portfolio of this purchase was 0.07%. The holding was 131,241 shares as of 12/31/2021.

Added: Owl Rock Capital Corp (ORCC)

Texas Capital Bank Wealth Management Services Inc added a 115.09% stake in Owl Rock Capital Corp. Purchase prices were between $13.88 and $14.73, with an estimated average price of $14.3. The stock is now trading at around $14.900000. The impact on a portfolio of this purchase was 0.06%. The holding was 100,852 shares as of 12/31/2021.

Added: iShares MSCI EAFE ETF (EFA)

Texas Capital Bank Wealth Management Services Inc added a 22.23% stake in iShares MSCI EAFE ETF. Purchase prices were between $74.94 and $80.27, with an estimated average price of $78. The stock is now trading at around $76.200000. The impact on a portfolio of this purchase is 0.05%. The holding was 40,254 shares as of 12/31/2021.

Added: Vanguard S&P 500 Growth ETF (VOOG)

Texas Capital Bank Wealth Management Services Inc added a 111.55% stake in Vanguard S&P 500 Growth ETF. Purchase prices were between $263.54 and $305.94, with an estimated average price of $290.59. The stock is now trading at around $272.270000. The impact on a portfolio of this purchase is 0.03%. The holding was 1,832 shares as of 12/31/2021.

Sold out: SPDR for selected industrial sector (XLI)

Texas Capital Bank Wealth Management Services Inc has sold a stake in Industrial Select Sector SPDR. Selling prices were between $98.27 and $106.72, with an estimated average price of $103.61.

Sold Out: SPDR Select Real Estate Sector Fund (The) (XLRE)

Texas Capital Bank Wealth Management Services Inc has sold a stake in Real Estate Select Sector SPDR Fund (The). Selling prices were between $44.24 and $51.81, with an estimated average price of $47.81.

Sold out: SPDR Blackstone Senior Loan ETF (SRLN)

Texas Capital Bank Wealth Management Services Inc has sold a stake in SPDR Blackstone Senior Loan ETF. Selling prices were between $44.85 and $45.53, with an estimated average price of $45.24.

Sold out: iShares 1-3 Year Treasury Bond ETF (SHY)

Texas Capital Bank Wealth Management Services Inc has sold a stake in iShares 1-3 Year Treasury Bond ETF. Selling prices were between $85.47 and $86.04, with an estimated average price of $85.7.

Sold out: Helmerich & Payne Inc (HP)

Texas Capital Bank Wealth Management Services Inc sold a stake in Helmerich & Payne Inc. Sale prices were between $21.28 and $34.88, with an estimated average price of $28.38.

Sold Out: Regal Rexnord Corp (RRX)

Texas Capital Bank Wealth Management Services Inc has sold a stake in Regal Rexnord Corp. Selling prices were between $130.52 and $171.58, with an estimated average price of $158.74.

Here is the full portfolio of TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC. See also:

1. Undervalued shares of TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC

2. The main growth companies of TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC, and

3. TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC High Yield Stocks

4. Stocks TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC continues to buy This article first appeared on GuruFocus.

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