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Investment Advisory Services’s Cullen/Frost Bankers CFR Stock Holding History

Investment Advisory Services’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
2020
Q1 		– Sell
-2,650
Closed -$259K – 68
2019
Q4 		$259K Buy
+2,650
New +$246K 0.23% 62

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

Investment Advisory Services's CFR Position: Q1 2020 in Review

Investment Advisory Services sold out of Cullen/Frost Bankers (CFR) in Q1 2020, closing a stake of 2,650 shares — an estimated $259K sold.

Investment Advisory Services first reported a position in CFR in Q4 2019 and held it in 1 quarter. The position peaked at $259K in Q4 2019. 290 funds tracked by Wall St. Rank hold CFR as of Q1 2020.

  • Investment Advisory Services reported no remaining Cullen/Frost Bankers position as of Q1 2020 after selling out during the quarter.
  • Investment Advisory Services sold 2,650 Cullen/Frost Bankers shares in Q1 2020, an estimated $259K.
  • Investment Advisory Services first reported a position in Cullen/Frost Bankers in Q4 2019 and held it in 1 quarter.
  • Investment Advisory Services's Cullen/Frost Bankers position peaked at $259K in Q4 2019.
  • 290 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2020.

Based on Investment Advisory Services's 13F filing for Q1 2020, filed 10 Mar 2021.