AG
CFB

Algert Global’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Algert Global’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
2023
Q1 		– Sell
-20,678
Closed -$257K – 1336
2022
Q4 		$257K Sell
20,678
-17,110
-45% -$227K 0.01% 963
2022
Q3 		$493K Buy
37,788
+2,982
+9% +$40.4K 0.03% 809
2022
Q2 		$459K Buy
34,806
+1,290
+4% +$17.4K 0.03% 787
2022
Q1 		$528K Buy
+33,516
New +$531K 0.03% 796

Other funds holding CFB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Algert Global's CFB Position: Q1 2023 in Review

Algert Global sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2023, closing a stake of 20,678 shares — an estimated $257K sold.

Algert Global first reported a position in CFB in Q1 2022 and held it in 4 quarters. The position peaked at $528K in Q1 2022. 122 funds tracked by Wall St. Rank hold CFB as of Q1 2023.

  • Algert Global reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Algert Global sold 20,678 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2023, an estimated $257K.
  • Algert Global first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q1 2022 and held it in 4 quarters.
  • Algert Global's CrossFirst Bankshares, Inc. Common Stock position peaked at $528K in Q1 2022.
  • 122 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2023.

Based on Algert Global's 13F filing for Q1 2023, filed 12 May 2023.