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Blueprint Investment Partners’s Cullen/Frost Bankers CFR Stock Holding History

Blueprint Investment 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
2023
Q1 		– Sell
-1,616
Closed -$216K – 240
2022
Q4 		$216K Buy
+1,616
New +$230K 0.05% 212

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BlackRock
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State Street
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Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blueprint Investment Partners's CFR Position: Q1 2023 in Review

Blueprint Investment Partners sold out of Cullen/Frost Bankers (CFR) in Q1 2023, closing a stake of 1,616 shares — an estimated $216K sold.

Blueprint Investment Partners first reported a position in CFR in Q4 2022 and held it in 1 quarter. The position peaked at $216K in Q4 2022. 412 funds tracked by Wall St. Rank hold CFR as of Q1 2023.

  • Blueprint Investment Partners reported no remaining Cullen/Frost Bankers position as of Q1 2023 after selling out during the quarter.
  • Blueprint Investment Partners sold 1,616 Cullen/Frost Bankers shares in Q1 2023, an estimated $216K.
  • Blueprint Investment Partners first reported a position in Cullen/Frost Bankers in Q4 2022 and held it in 1 quarter.
  • Blueprint Investment Partners's Cullen/Frost Bankers position peaked at $216K in Q4 2022.
  • 412 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2023.

Based on Blueprint Investment Partners's 13F filing for Q1 2023, filed 12 May 2023.