Advisory Services Network’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Advisory Services Network’s Portfolio CFB Stock Details CFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-75	Closed	-$1.02K	–	3774
2023 Q4	$1.02K	Buy	+75	New	+$859	﹤0.01%	3529
2023 Q2	–	Sell	-75	Closed	-$786	–	3774
2023 Q1	$786	Hold	75	–	–	﹤0.01%	3657
2022 Q4	$931	Buy	+75	New	+$997	﹤0.01%	3605
2021 Q3	–	Sell	-75	Closed	-$1K	–	3323
2021 Q2	$1K	Buy	+75	New	+$1.08K	﹤0.01%	3533
2020 Q1	–	Sell	-75	Closed	-$1K	–	3327
2019 Q4	$1K	Buy	+75	New	+$1.01K	﹤0.01%	3025

Other funds holding CFB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Advisory Services Network's CFB Position: Q1 2024 in Review

Advisory Services Network sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2024, closing a stake of 75 shares — an estimated $1.02K sold.

Advisory Services Network first reported a position in CFB in Q4 2019 and held it in 5 quarters. The position peaked at $1.02K in Q4 2023. 145 funds tracked by Wall St. Rank hold CFB as of Q1 2024.

Advisory Services Network reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 75 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2024, an estimated $1.02K.
Advisory Services Network first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q4 2019 and held it in 5 quarters.
Advisory Services Network's CrossFirst Bankshares, Inc. Common Stock position peaked at $1.02K in Q4 2023.
145 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.