PIWA
CFB

Prevail Innovative Wealth Advisors’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Prevail Innovative Wealth Advisors’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
Q2 		– Sell
-10,000
Closed -$138K – 195
2024
Q1 		$138K Buy
+10,000
New +$134K 0.05% 155

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BFC
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NRCM
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Prevail Innovative Wealth Advisors's CFB Position: Q2 2024 in Review

Prevail Innovative Wealth Advisors sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q2 2024, closing a stake of 10,000 shares — an estimated $138K sold.

Prevail Innovative Wealth Advisors first reported a position in CFB in Q1 2024 and held it in 1 quarter. The position peaked at $138K in Q1 2024. 133 funds tracked by Wall St. Rank hold CFB as of Q2 2024.

  • Prevail Innovative Wealth Advisors reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 10,000 CrossFirst Bankshares, Inc. Common Stock shares in Q2 2024, an estimated $138K.
  • Prevail Innovative Wealth Advisors first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q1 2024 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's CrossFirst Bankshares, Inc. Common Stock position peaked at $138K in Q1 2024.
  • 133 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q2 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.