FI
CFB

FormulaFolio Investments’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

FormulaFolio Investments’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
2020
Q1 		– Sell
-14,168
Closed -$204K – 387
2019
Q4 		$204K Buy
+14,168
New +$191K 0.01% 352

Other funds holding CFB

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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FormulaFolio Investments's CFB Position: Q1 2020 in Review

FormulaFolio Investments sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2020, closing a stake of 14,168 shares — an estimated $204K sold.

FormulaFolio Investments first reported a position in CFB in Q4 2019 and held it in 1 quarter. The position peaked at $204K in Q4 2019. 67 funds tracked by Wall St. Rank hold CFB as of Q1 2020.

  • FormulaFolio Investments reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
  • FormulaFolio Investments sold 14,168 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2020, an estimated $204K.
  • FormulaFolio Investments first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q4 2019 and held it in 1 quarter.
  • FormulaFolio Investments's CrossFirst Bankshares, Inc. Common Stock position peaked at $204K in Q4 2019.
  • 67 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2020.

Based on FormulaFolio Investments's 13F filing for Q1 2020, filed 14 May 2020.