MGO One Seven’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

MGO One Seven’s Portfolio CFB Stock Details CFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-36,891	Closed	-$517K	–	1051
2024 Q2	$517K	Buy	36,891 +55	+0.1%	+$711	0.02%	544
2024 Q1	$510K	Buy	36,836 +3,800	+12%	+$50.8K	0.03%	511
2023 Q4	$449K	Hold	33,036	–	–	0.03%	568
2023 Q3	$333K	Hold	33,036	–	–	0.03%	575
2023 Q2	$330K	Hold	33,036	–	–	0.03%	560
2023 Q1	$346K	Hold	33,036	–	–	0.02%	614
2022 Q4	$410K	Sell	33,036 -26	-0.1%	-$346	0.04%	461
2022 Q3	$431	Hold	33,062	–	–	0.02%	427
2022 Q2	$436K	Buy	+33,062	New	+$445K	0.06%	358

Other funds holding CFB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

MGO One Seven's CFB Position: Q3 2024 in Review

MGO One Seven sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q3 2024, closing a stake of 36,891 shares — an estimated $517K sold.

MGO One Seven first reported a position in CFB in Q2 2022 and held it in 9 quarters. The position peaked at $517K in Q2 2024. 160 funds tracked by Wall St. Rank hold CFB as of Q3 2024.

MGO One Seven reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
MGO One Seven sold 36,891 CrossFirst Bankshares, Inc. Common Stock shares in Q3 2024, an estimated $517K.
MGO One Seven first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q2 2022 and held it in 9 quarters.
MGO One Seven's CrossFirst Bankshares, Inc. Common Stock position peaked at $517K in Q2 2024.
160 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q3 2024.

Based on MGO One Seven's 13F filing for Q3 2024, filed 15 Oct 2024.