Concord Wealth Partners’s Cullen/Frost Bankers CFR Stock Holding History

Concord Wealth 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	-9	Closed	-$1.2K	–	1029
2022 Q4	$1.2K	Buy	+9	New	+$1.28K	﹤0.01%	1027
2022 Q3	–	Sell	-39	Closed	-$5K	–	316
2022 Q2	$5K	Buy	39 +30	+333%	+$3.83K	﹤0.01%	811
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	1179
2021 Q4	$1K	Buy	+9	New	+$1.16K	﹤0.01%	1202

Other funds holding CFR

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concord Wealth Partners's CFR Position: Q1 2023 in Review

Concord Wealth Partners sold out of Cullen/Frost Bankers (CFR) in Q1 2023, closing a stake of 9 shares — an estimated $1.2K sold.

Concord Wealth Partners first reported a position in CFR in Q4 2021 and held it in 4 quarters. The position peaked at $5K in Q2 2022. 412 funds tracked by Wall St. Rank hold CFR as of Q1 2023.

Concord Wealth Partners reported no remaining Cullen/Frost Bankers position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 9 Cullen/Frost Bankers shares in Q1 2023, an estimated $1.2K.
Concord Wealth Partners first reported a position in Cullen/Frost Bankers in Q4 2021 and held it in 4 quarters.
Concord Wealth Partners's Cullen/Frost Bankers position peaked at $5K in Q2 2022.
412 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.