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Forefront Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History

Forefront Wealth Management’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
-13,832
Closed -$1.85M – 43
2022
Q4 		$1.85M Buy
13,832
+1,753
+15% +$249K 2.49% 17
2022
Q3 		$1.6M Buy
+12,079
New +$1.58M 2.22% 20

Other funds holding CFR

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Forefront Wealth Management's CFR Position: Q1 2023 in Review

Forefront Wealth Management sold out of Cullen/Frost Bankers (CFR) in Q1 2023, closing a stake of 13,832 shares — an estimated $1.85M sold.

Forefront Wealth Management first reported a position in CFR in Q3 2022 and held it in 2 quarters. The position peaked at $1.85M in Q4 2022. 412 funds tracked by Wall St. Rank hold CFR as of Q1 2023.

  • Forefront Wealth Management reported no remaining Cullen/Frost Bankers position as of Q1 2023 after selling out during the quarter.
  • Forefront Wealth Management sold 13,832 Cullen/Frost Bankers shares in Q1 2023, an estimated $1.85M.
  • Forefront Wealth Management first reported a position in Cullen/Frost Bankers in Q3 2022 and held it in 2 quarters.
  • Forefront Wealth Management's Cullen/Frost Bankers position peaked at $1.85M in Q4 2022.
  • 412 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2023.

Based on Forefront Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.