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Baldwin Wealth Partners’s Cullen/Frost Bankers CFR Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-13
Closed -$1.45K – 362
2024
Q3 		$1.45K Buy
13
+4
+44% +$437 ﹤0.01% 983
2024
Q2 		$915 Buy
+9
New +$943 ﹤0.01% 724

Other funds holding CFR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baldwin Wealth Partners's CFR Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Cullen/Frost Bankers (CFR) in Q4 2024, closing a stake of 13 shares — an estimated $1.45K sold.

Baldwin Wealth Partners first reported a position in CFR in Q2 2024 and held it in 2 quarters. The position peaked at $1.45K in Q3 2024. 457 funds tracked by Wall St. Rank hold CFR as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Cullen/Frost Bankers position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 13 Cullen/Frost Bankers shares in Q4 2024, an estimated $1.45K.
  • Baldwin Wealth Partners first reported a position in Cullen/Frost Bankers in Q2 2024 and held it in 2 quarters.
  • Baldwin Wealth Partners's Cullen/Frost Bankers position peaked at $1.45K in Q3 2024.
  • 457 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.