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Almanack Investment Partners’s Cullen/Frost Bankers CFR Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-28
Closed -$4K – 351
2022
Q3 		$4K Buy
+28
New +$3.67K ﹤0.01% 607

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BlackRock
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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Almanack Investment Partners's CFR Position: Q4 2022 in Review

Almanack Investment Partners sold out of Cullen/Frost Bankers (CFR) in Q4 2022, closing a stake of 28 shares — an estimated $4K sold.

Almanack Investment Partners first reported a position in CFR in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 455 funds tracked by Wall St. Rank hold CFR as of Q4 2022.

  • Almanack Investment Partners reported no remaining Cullen/Frost Bankers position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 28 Cullen/Frost Bankers shares in Q4 2022, an estimated $4K.
  • Almanack Investment Partners first reported a position in Cullen/Frost Bankers in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Cullen/Frost Bankers position peaked at $4K in Q3 2022.
  • 455 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.