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Cetera Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Cetera Advisors’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
Q1 		$269K Buy
2,391
+469
+24% +$50.1K ﹤0.01% 2003
2023
Q4 		$208K Buy
+1,922
New +$187K ﹤0.01% 1617

Other funds holding CFR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Cetera Advisors's CFR Position: Q1 2024 in Review

Cetera Advisors increased its Cullen/Frost Bankers (CFR) stake by 24% in Q1 2024, buying an estimated $50.1K and bringing the position to 2,391 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Cetera Advisors first reported a position in CFR in Q4 2023 and has held it in 2 quarters since. 411 funds tracked by Wall St. Rank hold CFR as of Q1 2024.

  • Cetera Advisors held 2,391 shares of Cullen/Frost Bankers worth $269K as of Q1 2024.
  • Cetera Advisors bought 469 Cullen/Frost Bankers shares in Q1 2024, an estimated $50.1K.
  • Cullen/Frost Bankers made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2003 holding.
  • Cetera Advisors first reported a position in Cullen/Frost Bankers in Q4 2023 and has held it in 2 quarters since.
  • 411 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.