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Kingsview Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History

Kingsview Wealth Management’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
Q3 		– Sell
-6,182
Closed -$720K – 825
2022
Q2 		$720K Buy
+6,182
New +$790K 0.03% 454

Other funds holding CFR

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Vanguard Group
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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kingsview Wealth Management's CFR Position: Q3 2022 in Review

Kingsview Wealth Management sold out of Cullen/Frost Bankers (CFR) in Q3 2022, closing a stake of 6,182 shares — an estimated $720K sold.

Kingsview Wealth Management first reported a position in CFR in Q2 2022 and held it in 1 quarter. The position peaked at $720K in Q2 2022. 417 funds tracked by Wall St. Rank hold CFR as of Q3 2022.

  • Kingsview Wealth Management reported no remaining Cullen/Frost Bankers position as of Q3 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 6,182 Cullen/Frost Bankers shares in Q3 2022, an estimated $720K.
  • Kingsview Wealth Management first reported a position in Cullen/Frost Bankers in Q2 2022 and held it in 1 quarter.
  • Kingsview Wealth Management's Cullen/Frost Bankers position peaked at $720K in Q2 2022.
  • 417 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2022.

Based on Kingsview Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.