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Meridian Wealth Partners’s Cullen/Frost Bankers CFR Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-5
Closed -$1K – 302
2021
Q1 		$1K Buy
+5
New +$515 ﹤0.01% 1131

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Wellington Management Group
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Capital Research Global Investors
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Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Meridian Wealth Partners's CFR Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Cullen/Frost Bankers (CFR) in Q2 2021, closing a stake of 5 shares — an estimated $1K sold.

Meridian Wealth Partners first reported a position in CFR in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 327 funds tracked by Wall St. Rank hold CFR as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Cullen/Frost Bankers position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 5 Cullen/Frost Bankers shares in Q2 2021, an estimated $1K.
  • Meridian Wealth Partners first reported a position in Cullen/Frost Bankers in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Cullen/Frost Bankers position peaked at $1K in Q1 2021.
  • 327 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.