IWP
CFR icon

Icon Wealth Partners’s Cullen/Frost Bankers CFR Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-338
Closed -$33K – 261
2019
Q1 		$33K Buy
+338
New +$33.5K 0.01% 443
2018
Q3 		– Sell
-474
Closed -$51K – 349
2018
Q2 		$51K Buy
+474
New +$53.5K 0.02% 380
2018
Q1 		– Sell
-463
Closed -$44K – 337
2017
Q4 		$44K Buy
+463
New +$44.6K 0.02% 448

Other funds holding CFR

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Icon Wealth Partners's CFR Position: Q2 2019 in Review

Icon Wealth Partners sold out of Cullen/Frost Bankers (CFR) in Q2 2019, closing a stake of 338 shares — an estimated $33K sold.

Icon Wealth Partners first reported a position in CFR in Q4 2017 and held it in 3 quarters. The position peaked at $51K in Q2 2018. 344 funds tracked by Wall St. Rank hold CFR as of Q2 2019.

  • Icon Wealth Partners reported no remaining Cullen/Frost Bankers position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 338 Cullen/Frost Bankers shares in Q2 2019, an estimated $33K.
  • Icon Wealth Partners first reported a position in Cullen/Frost Bankers in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Cullen/Frost Bankers position peaked at $51K in Q2 2018.
  • 344 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.