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Paces Ferry Wealth Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-8
Closed -$1K – 293
2020
Q3 		$1K Buy
+8
New +$561 ﹤0.01% 789

Other funds holding CFR

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Paces Ferry Wealth Advisors's CFR Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Cullen/Frost Bankers (CFR) in Q4 2020, closing a stake of 8 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in CFR in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 317 funds tracked by Wall St. Rank hold CFR as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Cullen/Frost Bankers position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 8 Cullen/Frost Bankers shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in Cullen/Frost Bankers in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Cullen/Frost Bankers position peaked at $1K in Q3 2020.
  • 317 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.