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Loring Wolcott & Coolidge Fiduciary Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-23
Closed -$3K – 788
2021
Q2 		$3K Buy
+23
New +$2.69K ﹤0.01% 782

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CFR Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Cullen/Frost Bankers (CFR) in Q3 2021, closing a stake of 23 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CFR in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 331 funds tracked by Wall St. Rank hold CFR as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Cullen/Frost Bankers position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 23 Cullen/Frost Bankers shares in Q3 2021, an estimated $3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Cullen/Frost Bankers in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Cullen/Frost Bankers position peaked at $3K in Q2 2021.
  • 331 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.