AAS
CFB

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

Avantax 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
2021
Q1 		– Sell
-10,000
Closed -$108K – 1081
2020
Q4 		$108K Buy
+10,000
New +$96.1K ﹤0.01% 909

Other funds holding CFB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Avantax Advisory Services's CFB Position: Q1 2021 in Review

Avantax Advisory Services sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2021, closing a stake of 10,000 shares — an estimated $108K sold.

Avantax Advisory Services first reported a position in CFB in Q4 2020 and held it in 1 quarter. The position peaked at $108K in Q4 2020. 96 funds tracked by Wall St. Rank hold CFB as of Q1 2021.

  • Avantax Advisory Services reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Avantax Advisory Services sold 10,000 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2021, an estimated $108K.
  • Avantax Advisory Services first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
  • Avantax Advisory Services's CrossFirst Bankshares, Inc. Common Stock position peaked at $108K in Q4 2020.
  • 96 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2021.

Based on Avantax Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.