Private Wealth Partners’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Private Wealth Partners’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 Q3	–	Sell	-34,835	Closed	-$488K	–	177
2024 Q2	$488K	Sell	34,835 -4,835	-12%	-$62.5K	0.04%	115
2024 Q1	$549K	Hold	39,670	–	–	0.04%	102
2023 Q4	$539K	Hold	39,670	–	–	0.05%	108
2023 Q3	$400K	Hold	39,670	–	–	0.04%	111
2023 Q2	$397K	Hold	39,670	–	–	0.04%	112
2023 Q1	$416K	Hold	39,670	–	–	0.04%	114
2022 Q4	$492K	Hold	39,670	–	–	0.06%	79
2022 Q3	$518K	Hold	39,670	–	–	0.07%	68
2022 Q2	$524K	Hold	39,670	–	–	0.06%	68
2022 Q1	$625K	Hold	39,670	–	–	0.06%	71
2021 Q4	$619K	Buy	39,670 +4,835	+14%	+$70.3K	0.05%	71
2021 Q3	$453K	Hold	34,835	–	–	0.04%	74
2021 Q2	$479K	Buy	34,835 +4,835	+16%	+$69.9K	0.04%	75
2021 Q1	$414K	Sell	30,000 -10,000	-25%	-$129K	0.04%	71
2020 Q4	$430K	Sell	40,000 -38,070	-49%	-$366K	0.05%	90
2020 Q3	$678K	Hold	78,070	–	–	0.08%	71
2020 Q2	$764K	Hold	78,070	–	–	0.1%	69
2020 Q1	$656K	Buy	+78,070	New	+$941K	0.11%	74

Other funds holding CFB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Private Wealth Partners's CFB Position: Q3 2024 in Review

Private Wealth Partners sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q3 2024, closing a stake of 34,835 shares — an estimated $488K sold.

Private Wealth Partners first reported a position in CFB in Q1 2020 and held it in 18 quarters. The position peaked at $764K in Q2 2020. 160 funds tracked by Wall St. Rank hold CFB as of Q3 2024.

Private Wealth Partners reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
Private Wealth Partners sold 34,835 CrossFirst Bankshares, Inc. Common Stock shares in Q3 2024, an estimated $488K.
Private Wealth Partners first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q1 2020 and held it in 18 quarters.
Private Wealth Partners's CrossFirst Bankshares, Inc. Common Stock position peaked at $764K in Q2 2020.
160 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q3 2024.

Based on Private Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.