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IBEX Wealth Advisors’s Cullen/Frost Bankers CFR Stock Holding History

IBEX Wealth Advisors’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
Q4 		– Sell
-3,509
Closed -$464K – 177
2022
Q3 		$464K Buy
+3,509
New +$460K 0.12% 108

Other funds holding CFR

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IBEX Wealth Advisors's CFR Position: Q4 2022 in Review

IBEX Wealth Advisors sold out of Cullen/Frost Bankers (CFR) in Q4 2022, closing a stake of 3,509 shares — an estimated $464K sold.

IBEX Wealth Advisors first reported a position in CFR in Q3 2022 and held it in 1 quarter. The position peaked at $464K in Q3 2022. 455 funds tracked by Wall St. Rank hold CFR as of Q4 2022.

  • IBEX Wealth Advisors reported no remaining Cullen/Frost Bankers position as of Q4 2022 after selling out during the quarter.
  • IBEX Wealth Advisors sold 3,509 Cullen/Frost Bankers shares in Q4 2022, an estimated $464K.
  • IBEX Wealth Advisors first reported a position in Cullen/Frost Bankers in Q3 2022 and held it in 1 quarter.
  • IBEX Wealth Advisors's Cullen/Frost Bankers position peaked at $464K in Q3 2022.
  • 455 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2022.

Based on IBEX Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.