CWA
CFB

Canvas Wealth Advisors’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Canvas Wealth Advisors’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
2022
Q3 		– Sell
-12,000
Closed -$158K – 141
2022
Q2 		$158K Hold
12,000
– – 0.06% 125
2022
Q1 		$155K Buy
+12,000
New +$190K 0.06% 141

Other funds holding CFB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Canvas Wealth Advisors's CFB Position: Q3 2022 in Review

Canvas Wealth Advisors sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q3 2022, closing a stake of 12,000 shares — an estimated $158K sold.

Canvas Wealth Advisors first reported a position in CFB in Q1 2022 and held it in 2 quarters. The position peaked at $158K in Q2 2022. 119 funds tracked by Wall St. Rank hold CFB as of Q3 2022.

  • Canvas Wealth Advisors reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Canvas Wealth Advisors sold 12,000 CrossFirst Bankshares, Inc. Common Stock shares in Q3 2022, an estimated $158K.
  • Canvas Wealth Advisors first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q1 2022 and held it in 2 quarters.
  • Canvas Wealth Advisors's CrossFirst Bankshares, Inc. Common Stock position peaked at $158K in Q2 2022.
  • 119 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q3 2022.

Based on Canvas Wealth Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.