TEXAS CAPITAL BANK WEALTH MANA

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC recently filed its 13F report for the third quarter of 2022, which ended on 2022-09-30.

The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long stock positions. listed in the United States and American certificates of deposit at the end of the quarter. They are not required to include international holdings, short positions or other types of investments. Yet even this limited repository can provide valuable information.

2000 McKinney Ave DALLAS, TX 75201

According to the latest 13F report, the guru’s stock portfolio contained 148 stocks valued at a total of $769.00 million. The main holdings were
VOO(21.90%),
IWR(8.42%) and
IEFA(5.24%).

According to data from GuruFocus, these were TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC’s top five deals of the quarter.

Technology Select Sector SPDR ETF

During the quarter, TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC purchased 162,142 shares of ARCA:XLK for a total holding of 164,161. The transaction had a 2.51% impact on the equity portfolio. During the quarter, the stock traded at an average price of $136.2.

On 4/11/2022, the Technology Select Sector SPDR ETF traded at a price of $118.82 per share and a market capitalization of $35.99 billion. The stock has returned -26.76% over the past year.

The data is insufficient to calculate the financial strength and profitability of the stock.

In terms of valuation, Technology Select Sector SPDR ETF has a price/earnings ratio of 9999.00 and a price/book ratio of 6.79.

Industrial Select Sector SPDR

The guru sold his investment of 171,712 shares in ARCA:XLI. Previously, the stock had a weighting of 1.75% in the equity portfolio. The shares traded at an average price of $91.69 during the quarter.

On 04/11/2022, Industrial Select Sector SPDR traded at a price of $93.57 per share and a market capitalization of $12.66 billion. The stock has returned -9.34% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

In terms of valuation, Industrial Select Sector SPDR has a price/earnings ratio of 9999.00 and a price/book ratio of 3.90.

iShares Russell Mid Cap ETF

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC reduced its investment in ARCA:IWR by 153,087 shares. The transaction had an impact of 1.16% on the equity portfolio. During the quarter, the stock traded at an average price of $68.47.

On 11/04/2022, the iShares Russell Mid-Cap ETF traded at a price of $65.67 per share and a market capitalization of $26.36 billion. The stock has returned -20.98% over the past year.

The data is insufficient to calculate the financial strength and profitability of the stock.

In terms of valuation, iShares Russell Mid-Cap ETF has a price-to-earnings ratio of 9999.00 and a price-to-book ratio of 2.43.

Consumer Discretionary SPDR

The guru established a new position worth 57,815 shares in ARCA:XLY, giving the stock a 1.07% weighting in the equity portfolio. The shares traded at an average price of $156.19 during the quarter.

On 04/11/2022, Consumer Discretionary Select Sector SPDR traded at a price of $136.36 per share and a market capitalization of $13.77 billion. The title returned -33.67% over the past year.

The data is insufficient to calculate the financial strength and profitability of the stock.

In terms of valuation, Consumer Discretionary Select Sector SPDR has a price/earnings ratio of 9999.00 and a price/book ratio of 5.81.

Consumer Staples Select Sector SPDR

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC reduced its investment in ARCA:XLP by 108,997 shares. The transaction had an impact of 0.92% on the equity portfolio. During the quarter, the stock traded at an average price of $72.87.

On 04/11/2022, Consumer Staples Select Sector SPDR traded at a price of $71.01 per share and a market capitalization of $15.57 billion. The stock has returned 0.44% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

In terms of valuation, Consumer Staples Select Sector SPDR has a price/earnings ratio of 9999.00 and a price/book ratio of 4.85.

Please note that figures and facts quoted are at the time of writing this article and may not reflect the latest business data or company announcements.

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