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

Ameritas Advisory Services’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
2022 Q3	–	Sell	-25,000	Closed	-$330K	–	815
2022 Q2	$330K	Hold	25,000	–	–	0.02%	580
2022 Q1	$394K	Hold	25,000	–	–	0.01%	570
2021 Q4	$390K	Buy	+25,000	New	+$364K	0.01%	571

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

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

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

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

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

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

Ameritas Advisory Services's CFB Position: Q3 2022 in Review

Ameritas Advisory Services sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q3 2022, closing a stake of 25,000 shares — an estimated $330K sold.

Ameritas Advisory Services first reported a position in CFB in Q4 2021 and held it in 3 quarters. The position peaked at $394K in Q1 2022. 119 funds tracked by Wall St. Rank hold CFB as of Q3 2022.

Ameritas Advisory Services reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
Ameritas Advisory Services sold 25,000 CrossFirst Bankshares, Inc. Common Stock shares in Q3 2022, an estimated $330K.
Ameritas Advisory Services first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q4 2021 and held it in 3 quarters.
Ameritas Advisory Services's CrossFirst Bankshares, Inc. Common Stock position peaked at $394K in Q1 2022.
119 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q3 2022.

Based on Ameritas Advisory Services's 13F filing for Q3 2022, filed 14 Nov 2022.