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

Lenox 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
Q1 		– Sell
-15
Closed -$2K – 799
2021
Q4 		$2K Buy
+15
New +$1.93K ﹤0.01% 699
2015
Q4 		– Sell
-26
Closed -$2K – 509
2015
Q3 		$2K Buy
+26
New +$1.77K ﹤0.01% 336

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lenox Wealth Advisors's CFR Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Cullen/Frost Bankers (CFR) in Q1 2022, closing a stake of 15 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in CFR in Q3 2015 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 383 funds tracked by Wall St. Rank hold CFR as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Cullen/Frost Bankers position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 15 Cullen/Frost Bankers shares in Q1 2022, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Cullen/Frost Bankers in Q3 2015 and held it in 2 quarters.
  • Lenox Wealth Advisors's Cullen/Frost Bankers position peaked at $2K in Q4 2021.
  • 383 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.