FourThought Financial’s Cullen/Frost Bankers CFR Stock Holding History

FourThought Financial’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
2022 Q3	$27K	Buy	207 +70	+51%	+$9.18K	﹤0.01%	784
2022 Q2	$16K	Sell	137 -9	-6%	-$1.15K	﹤0.01%	909
2022 Q1	$20K	Hold	146	–	–	﹤0.01%	894
2021 Q4	$18K	Sell	146 -68	-32%	-$8.75K	﹤0.01%	943
2021 Q3	$25K	Sell	214 -55	-20%	-$6.14K	﹤0.01%	892
2021 Q2	$30K	Sell	269 -12	-4%	-$1.4K	﹤0.01%	846
2021 Q1	$30K	Sell	281 -29	-9%	-$2.99K	﹤0.01%	815
2020 Q4	$27K	Buy	+310	New	+$24.4K	﹤0.01%	806

Other funds holding CFR

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FourThought Financial's CFR Position: Q3 2022 in Review

FourThought Financial increased its Cullen/Frost Bankers (CFR) stake by 51% in Q3 2022, buying an estimated $9.18K and bringing the position to 207 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

FourThought Financial first reported a position in CFR in Q4 2020 and has held it in 8 quarters since. The position peaked at $30K in Q2 2021. 417 funds tracked by Wall St. Rank hold CFR as of Q3 2022.

FourThought Financial held 207 shares of Cullen/Frost Bankers worth $27K as of Q3 2022.
FourThought Financial bought 70 Cullen/Frost Bankers shares in Q3 2022, an estimated $9.18K.
Cullen/Frost Bankers made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #784 holding.
FourThought Financial first reported a position in Cullen/Frost Bankers in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Cullen/Frost Bankers position peaked at $30K in Q2 2021.
417 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.