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Abich Financial Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History

Abich Financial Wealth Management’s Portfolio CFR Stock Details CFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$783 Sell
7
-524
-99% -$57.3K ﹤0.01% 368
2024
Q2 		$54K Buy
+531
New +$55.6K 0.04% 154
2024
Q1 		– Sell
-369
Closed -$40K – 563
2023
Q4 		$40K Buy
+369
New +$35.8K 0.04% 126

Other funds holding CFR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Abich Financial Wealth Management's CFR Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its Cullen/Frost Bankers (CFR) stake by 99% in Q3 2024, selling an estimated $57.3K and leaving 7 shares worth $783. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Abich Financial Wealth Management first reported a position in CFR in Q4 2023 and has held it in 3 quarters since. The position peaked at $54K in Q2 2024. 438 funds tracked by Wall St. Rank hold CFR as of Q3 2024.

  • Abich Financial Wealth Management held 7 shares of Cullen/Frost Bankers worth $783 as of Q3 2024.
  • Abich Financial Wealth Management sold 524 Cullen/Frost Bankers shares in Q3 2024, an estimated $57.3K.
  • Cullen/Frost Bankers made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2024, its #368 holding.
  • Abich Financial Wealth Management first reported a position in Cullen/Frost Bankers in Q4 2023 and has held it in 3 quarters since.
  • Abich Financial Wealth Management's Cullen/Frost Bankers position peaked at $54K in Q2 2024.
  • 438 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.