Arkadios Wealth Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-187	Closed	-$22K	–	763
2021 Q3	$22K	Sell	187 -11	-6%	-$1.23K	﹤0.01%	1167
2021 Q2	$22K	Hold	198	–	–	﹤0.01%	1235
2021 Q1	$21K	Hold	198	–	–	﹤0.01%	949
2020 Q4	$17K	Hold	198	–	–	﹤0.01%	793
2020 Q3	$13.6K	Hold	198	–	–	0.01%	678
2020 Q2	$13.5K	Hold	198	–	–	0.01%	620
2020 Q1	$11K	Hold	198	–	–	0.01%	615
2019 Q4	$18.6K	Buy	+198	New	+$18.4K	0.01%	472

Other funds holding CFR

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Arkadios Wealth Advisors's CFR Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Cullen/Frost Bankers (CFR) in Q4 2021, closing a stake of 187 shares — an estimated $22K sold.

Arkadios Wealth Advisors first reported a position in CFR in Q4 2019 and held it in 8 quarters. The position peaked at $22K in Q3 2021. 372 funds tracked by Wall St. Rank hold CFR as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Cullen/Frost Bankers position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 187 Cullen/Frost Bankers shares in Q4 2021, an estimated $22K.
Arkadios Wealth Advisors first reported a position in Cullen/Frost Bankers in Q4 2019 and held it in 8 quarters.
Arkadios Wealth Advisors's Cullen/Frost Bankers position peaked at $22K in Q3 2021.
372 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.