Moisand Fitzgerald Tamayo’s Cullen/Frost Bankers CFR Stock Holding History

Moisand Fitzgerald Tamayo’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
2023 Q4	–	Sell	-13	Closed	-$1.19K	–	681
2023 Q3	$1.19K	Hold	13	–	–	﹤0.01%	636
2023 Q2	$1.4K	Hold	13	–	–	﹤0.01%	604
2023 Q1	$1.37K	Hold	13	–	–	﹤0.01%	623
2022 Q4	$1.74K	Buy	13 +1	+8%	+$142	﹤0.01%	585
2022 Q3	$2K	Buy	+12	New	+$1.57K	﹤0.01%	477

Other funds holding CFR

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo's CFR Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Cullen/Frost Bankers (CFR) in Q4 2023, closing a stake of 13 shares — an estimated $1.19K sold.

Moisand Fitzgerald Tamayo first reported a position in CFR in Q3 2022 and held it in 5 quarters. The position peaked at $2K in Q3 2022. 407 funds tracked by Wall St. Rank hold CFR as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Cullen/Frost Bankers position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 13 Cullen/Frost Bankers shares in Q4 2023, an estimated $1.19K.
Moisand Fitzgerald Tamayo first reported a position in Cullen/Frost Bankers in Q3 2022 and held it in 5 quarters.
Moisand Fitzgerald Tamayo's Cullen/Frost Bankers position peaked at $2K in Q3 2022.
407 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.