Blue Trust Inc’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Blue Trust Inc’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 Q3	–	Sell	-14,550	Closed	-$201K	–	3008
2024 Q2	$201K	Hold	14,550	–	–	﹤0.01%	700
2024 Q1	$201K	Sell	14,550 -1,450	-9%	-$19.4K	﹤0.01%	498
2023 Q4	$161K	Hold	16,000	–	–	﹤0.01%	519
2023 Q3	$160K	Hold	16,000	–	–	﹤0.01%	492
2023 Q2	$168K	Hold	16,000	–	–	﹤0.01%	391
2023 Q1	$199K	Hold	16,000	–	–	﹤0.01%	543
2022 Q4	$209K	Buy	+16,000	New	+$213K	﹤0.01%	437

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

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

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

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

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Blue Trust Inc's CFB Position: Q3 2024 in Review

Blue Trust Inc sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q3 2024, closing a stake of 14,550 shares — an estimated $201K sold.

Blue Trust Inc first reported a position in CFB in Q4 2022 and held it in 7 quarters. The position peaked at $209K in Q4 2022. 160 funds tracked by Wall St. Rank hold CFB as of Q3 2024.

Blue Trust Inc reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
Blue Trust Inc sold 14,550 CrossFirst Bankshares, Inc. Common Stock shares in Q3 2024, an estimated $201K.
Blue Trust Inc first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q4 2022 and held it in 7 quarters.
Blue Trust Inc's CrossFirst Bankshares, Inc. Common Stock position peaked at $209K in Q4 2022.
160 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q3 2024.

Based on Blue Trust Inc's 13F filing for Q3 2024, filed 17 Oct 2024.