Cullen/Frost Bankers’s iShares US Telecommunications ETF IYZ Stock Holding History

Cullen/Frost Bankers’s Portfolio IYZ Stock Details IYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-13,233	Closed	-$435K	–	1211
2021 Q4	$435K	Buy	+13,233	New	+$426K	0.01%	425
2020 Q1	–	Sell	-300	Closed	-$9K	–	967
2019 Q4	$9K	Sell	300 -75	-20%	-$2.21K	﹤0.01%	903
2019 Q3	$11K	Hold	375	–	–	﹤0.01%	818
2019 Q2	$11K	Hold	375	–	–	﹤0.01%	817
2019 Q1	$9K	Buy	+375	New	+$10.7K	﹤0.01%	767

Other funds holding IYZ

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cullen/Frost Bankers's IYZ Position: Q1 2022 in Review

Cullen/Frost Bankers sold out of iShares US Telecommunications ETF (IYZ) in Q1 2022, closing a stake of 13,233 shares — an estimated $435K sold.

Cullen/Frost Bankers first reported a position in IYZ in Q1 2019 and held it in 5 quarters. The position peaked at $435K in Q4 2021. 137 funds tracked by Wall St. Rank hold IYZ as of Q1 2022.

Cullen/Frost Bankers reported no remaining iShares US Telecommunications ETF position as of Q1 2022 after selling out during the quarter.
Cullen/Frost Bankers sold 13,233 iShares US Telecommunications ETF shares in Q1 2022, an estimated $435K.
Cullen/Frost Bankers first reported a position in iShares US Telecommunications ETF in Q1 2019 and held it in 5 quarters.
Cullen/Frost Bankers's iShares US Telecommunications ETF position peaked at $435K in Q4 2021.
137 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2022.

Based on Cullen/Frost Bankers's 13F filing for Q1 2022, filed 9 May 2022.