Cornerstone Investment Partners’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Cornerstone Investment Partners’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
2023 Q3	–	Sell	-10,308	Closed	-$103K	–	242
2023 Q2	$103K	Hold	10,308	–	–	0.01%	207
2023 Q1	$108K	Sell	10,308 -1,562	-13%	-$20K	0.01%	199
2022 Q4	$147K	Sell	11,870 -500	-4%	-$6.65K	0.01%	203
2022 Q3	$161K	Hold	12,370	–	–	0.01%	166
2022 Q2	$163K	Hold	12,370	–	–	0.01%	171
2022 Q1	$195K	Hold	12,370	–	–	0.01%	206
2021 Q4	$193K	Hold	12,370	–	–	0.01%	260
2021 Q3	$161K	Sell	12,370 -2,900	-19%	-$38.4K	0.01%	206
2021 Q2	$210K	Buy	+15,270	New	+$221K	0.01%	255

Other funds holding CFB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cornerstone Investment Partners's CFB Position: Q3 2023 in Review

Cornerstone Investment Partners sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q3 2023, closing a stake of 10,308 shares — an estimated $103K sold.

Cornerstone Investment Partners first reported a position in CFB in Q2 2021 and held it in 9 quarters. The position peaked at $210K in Q2 2021. 129 funds tracked by Wall St. Rank hold CFB as of Q3 2023.

Cornerstone Investment Partners reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Cornerstone Investment Partners sold 10,308 CrossFirst Bankshares, Inc. Common Stock shares in Q3 2023, an estimated $103K.
Cornerstone Investment Partners first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q2 2021 and held it in 9 quarters.
Cornerstone Investment Partners's CrossFirst Bankshares, Inc. Common Stock position peaked at $210K in Q2 2021.
129 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q3 2023.

Based on Cornerstone Investment Partners's 13F filing for Q3 2023, filed 13 Nov 2023.