AWM
CFB

Avior Wealth Management’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-8
Closed -$110 – 3837
2024
Q1 		$110 Buy
+8
New +$107 ﹤0.01% 3151

Other funds holding CFB

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avior Wealth Management's CFB Position: Q2 2024 in Review

Avior Wealth Management sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q2 2024, closing a stake of 8 shares — an estimated $110 sold.

Avior Wealth Management first reported a position in CFB in Q1 2024 and held it in 1 quarter. The position peaked at $110 in Q1 2024. 133 funds tracked by Wall St. Rank hold CFB as of Q2 2024.

  • Avior Wealth Management reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 8 CrossFirst Bankshares, Inc. Common Stock shares in Q2 2024, an estimated $110.
  • Avior Wealth Management first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's CrossFirst Bankshares, Inc. Common Stock position peaked at $110 in Q1 2024.
  • 133 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.