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Patriot Financial Group Insurance Agency’s Cullen/Frost Bankers CFR Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-2
Closed – – 2151
2021
Q2 		$0 Sell
2
-1
-33% -$117 ﹤0.01% 2073
2021
Q1 		$0 Sell
3
-1
-25% -$103 ﹤0.01% 1981
2020
Q4 		$0 Hold
4
– – ﹤0.01% 1861
2020
Q3 		$0 Hold
4
– – ﹤0.01% 1686
2020
Q2 		$0 Buy
+4
New +$279 ﹤0.01% 1669

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BlackRock
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State Street
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Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CFR Position: Q3 2021 in Review

Patriot Financial Group Insurance Agency sold out of Cullen/Frost Bankers (CFR) in Q3 2021, closing a stake of 2 shares.

Patriot Financial Group Insurance Agency first reported a position in CFR in Q2 2020 and held it in 5 quarters. The position peaked at $0 in Q2 2021. 331 funds tracked by Wall St. Rank hold CFR as of Q3 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Cullen/Frost Bankers position as of Q3 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2 Cullen/Frost Bankers shares in Q3 2021.
  • Patriot Financial Group Insurance Agency first reported a position in Cullen/Frost Bankers in Q2 2020 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Cullen/Frost Bankers position peaked at $0 in Q2 2021.
  • 331 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2021, filed 24 Nov 2021.