Frontier Wealth Management’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Frontier Wealth Management’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
2022 Q2	$9.74M	Sell	737,614 -10,000	-1%	-$135K	0.71%	30
2022 Q1	$10.8M	Sell	747,614 -4,583	-0.6%	-$72.6K	0.13%	28
2021 Q4	$11.7M	Hold	752,197	–	–	0.77%	29
2021 Q3	$9.78M	Sell	752,197 -1,068	-0.1%	-$14.1K	0.68%	30
2021 Q2	$10.4M	Buy	753,265 +226,307	+43%	+$3.27M	0.72%	27
2021 Q1	$7.27M	Buy	526,958 +115,194	+28%	+$1.48M	0.56%	33
2020 Q4	$4.43M	Sell	411,764 -28,062	-6%	-$270K	0.36%	54
2020 Q3	$3.82M	Buy	439,826 +105,625	+32%	+$994K	0.35%	53
2020 Q2	$3.27M	Buy	334,201 +57,057	+21%	+$522K	0.3%	63
2020 Q1	$2.33M	Buy	277,144 +205,430	+286%	+$2.48M	0.38%	72
2019 Q4	$1.03M	Buy	+71,714	New	+$967K	0.17%	122

Other funds holding CFB

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Frontier Wealth Management's CFB Position: Q2 2022 in Review

Frontier Wealth Management reduced its CrossFirst Bankshares, Inc. Common Stock (CFB) stake by 1.3% in Q2 2022, selling an estimated $135K and leaving 737,614 shares worth $9.74M. The position accounts for 0.71% of the portfolio, ranked #30.

Frontier Wealth Management first reported a position in CFB in Q4 2019 and has held it in 11 quarters since. The position peaked at $11.7M in Q4 2021. 118 funds tracked by Wall St. Rank hold CFB as of Q2 2022.

Frontier Wealth Management held 737,614 shares of CrossFirst Bankshares, Inc. Common Stock worth $9.74M as of Q2 2022.
Frontier Wealth Management sold 10,000 CrossFirst Bankshares, Inc. Common Stock shares in Q2 2022, an estimated $135K.
CrossFirst Bankshares, Inc. Common Stock made up 0.71% of Frontier Wealth Management's portfolio in Q2 2022, its #30 holding.
Frontier Wealth Management first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q4 2019 and has held it in 11 quarters since.
Frontier Wealth Management's CrossFirst Bankshares, Inc. Common Stock position peaked at $11.7M in Q4 2021.
118 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.