MBFW
CFR icon

Morton Brown Family Wealth’s Cullen/Frost Bankers CFR Stock Holding History

Morton Brown Family Wealth’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
2022
Q3 		– Sell
-19
Closed -$2K – 228
2022
Q2 		$2K Buy
+19
New +$2.43K ﹤0.01% 192

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morton Brown Family Wealth's CFR Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of Cullen/Frost Bankers (CFR) in Q3 2022, closing a stake of 19 shares — an estimated $2K sold.

Morton Brown Family Wealth first reported a position in CFR in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 417 funds tracked by Wall St. Rank hold CFR as of Q3 2022.

  • Morton Brown Family Wealth reported no remaining Cullen/Frost Bankers position as of Q3 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 19 Cullen/Frost Bankers shares in Q3 2022, an estimated $2K.
  • Morton Brown Family Wealth first reported a position in Cullen/Frost Bankers in Q2 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's Cullen/Frost Bankers position peaked at $2K in Q2 2022.
  • 417 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.