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

Engrave 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
2020
Q3 		– Sell
-213
Closed -$15K – 118
2020
Q2 		$15K Hold
213
– – 0.01% 211
2020
Q1 		$11K Hold
213
– – 0.01% 201
2019
Q4 		$20K Buy
+213
New +$19.8K 0.02% 218

Other funds holding CFR

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Engrave Wealth Partners's CFR Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Cullen/Frost Bankers (CFR) in Q3 2020, closing a stake of 213 shares — an estimated $15K sold.

Engrave Wealth Partners first reported a position in CFR in Q4 2019 and held it in 3 quarters. The position peaked at $20K in Q4 2019. 310 funds tracked by Wall St. Rank hold CFR as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Cullen/Frost Bankers position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 213 Cullen/Frost Bankers shares in Q3 2020, an estimated $15K.
  • Engrave Wealth Partners first reported a position in Cullen/Frost Bankers in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Cullen/Frost Bankers position peaked at $20K in Q4 2019.
  • 310 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.