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

Liberty 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
2020 Q2	–	Sell	-8	Closed	–	–	869
2020 Q1	$0	Buy	+8	New	+$652	﹤0.01%	894

Other funds holding CFR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Liberty Wealth Management's CFR Position: Q2 2020 in Review

Liberty Wealth Management sold out of Cullen/Frost Bankers (CFR) in Q2 2020, closing a stake of 8 shares.

Liberty Wealth Management first reported a position in CFR in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 288 funds tracked by Wall St. Rank hold CFR as of Q2 2020.

Liberty Wealth Management reported no remaining Cullen/Frost Bankers position as of Q2 2020 after selling out during the quarter.
Liberty Wealth Management sold 8 Cullen/Frost Bankers shares in Q2 2020.
Liberty Wealth Management first reported a position in Cullen/Frost Bankers in Q1 2020 and held it in 1 quarter.
Liberty Wealth Management's Cullen/Frost Bankers position peaked at $0 in Q1 2020.
288 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.