Glassman Wealth Services’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Glassman Wealth Services’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
2023 Q1	–	Sell	-48	Closed	-$596	–	2014
2022 Q4	$596	Hold	48	–	–	﹤0.01%	1585
2022 Q3	$1K	Hold	48	–	–	﹤0.01%	1584
2022 Q2	$1K	Hold	48	–	–	﹤0.01%	1588
2022 Q1	$1K	Hold	48	–	–	﹤0.01%	1570
2021 Q4	$1K	Hold	48	–	–	﹤0.01%	1557
2021 Q3	$1K	Buy	+48	New	+$635	﹤0.01%	1515

Other funds holding CFB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Glassman Wealth Services's CFB Position: Q1 2023 in Review

Glassman Wealth Services sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2023, closing a stake of 48 shares — an estimated $596 sold.

Glassman Wealth Services first reported a position in CFB in Q3 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 122 funds tracked by Wall St. Rank hold CFB as of Q1 2023.

Glassman Wealth Services reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Glassman Wealth Services sold 48 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2023, an estimated $596.
Glassman Wealth Services first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q3 2021 and held it in 6 quarters.
Glassman Wealth Services's CrossFirst Bankshares, Inc. Common Stock position peaked at $1K in Q3 2022.
122 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2023.

Based on Glassman Wealth Services's 13F filing for Q1 2023, filed 4 May 2023.