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Capital Analysts LLC’s Cullen/Frost Bankers CFR Stock Holding History

Capital Analysts LLC’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
2022
Q4 		– Sell
-23
Closed -$3K – 1075
2022
Q3 		$3K Buy
+23
New +$3.02K ﹤0.01% 939
2021
Q2 		– Sell
-735
Closed -$80K – 956
2021
Q1 		$80K Buy
+735
New +$75.8K 0.01% 504

Other funds holding CFR

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Analysts LLC's CFR Position: Q4 2022 in Review

Capital Analysts LLC sold out of Cullen/Frost Bankers (CFR) in Q4 2022, closing a stake of 23 shares — an estimated $3K sold.

Capital Analysts LLC first reported a position in CFR in Q1 2021 and held it in 2 quarters. The position peaked at $80K in Q1 2021. 455 funds tracked by Wall St. Rank hold CFR as of Q4 2022.

  • Capital Analysts LLC reported no remaining Cullen/Frost Bankers position as of Q4 2022 after selling out during the quarter.
  • Capital Analysts LLC sold 23 Cullen/Frost Bankers shares in Q4 2022, an estimated $3K.
  • Capital Analysts LLC first reported a position in Cullen/Frost Bankers in Q1 2021 and held it in 2 quarters.
  • Capital Analysts LLC's Cullen/Frost Bankers position peaked at $80K in Q1 2021.
  • 455 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2022.

Based on Capital Analysts LLC's 13F filing for Q4 2022, filed 8 Feb 2023.