Gradient Investments’s Cullen/Frost Bankers CFR Stock Holding History

Gradient Investments’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	-3	Closed	-$401	–	1532
2022 Q4	$401	Buy	+3	New	+$426	﹤0.01%	1323
2018 Q1	–	Sell	-2	Closed	–	–	1020
2017 Q4	$0	Buy	+2	New	+$193	﹤0.01%	1013

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gradient Investments's CFR Position: Q1 2023 in Review

Gradient Investments sold out of Cullen/Frost Bankers (CFR) in Q1 2023, closing a stake of 3 shares — an estimated $401 sold.

Gradient Investments first reported a position in CFR in Q4 2017 and held it in 2 quarters. The position peaked at $401 in Q4 2022. 412 funds tracked by Wall St. Rank hold CFR as of Q1 2023.

Gradient Investments reported no remaining Cullen/Frost Bankers position as of Q1 2023 after selling out during the quarter.
Gradient Investments sold 3 Cullen/Frost Bankers shares in Q1 2023, an estimated $401.
Gradient Investments first reported a position in Cullen/Frost Bankers in Q4 2017 and held it in 2 quarters.
Gradient Investments's Cullen/Frost Bankers position peaked at $401 in Q4 2022.
412 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.