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Regent Peak Wealth Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-11
Closed -$1K – 292
2020
Q4 		$1K Buy
+11
New +$865 ﹤0.01% 901

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
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

Regent Peak Wealth Advisors's CFR Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Cullen/Frost Bankers (CFR) in Q1 2021, closing a stake of 11 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in CFR in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 319 funds tracked by Wall St. Rank hold CFR as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Cullen/Frost Bankers position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 11 Cullen/Frost Bankers shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Cullen/Frost Bankers in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Cullen/Frost Bankers position peaked at $1K in Q4 2020.
  • 319 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.