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

RGT 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
2022
Q1 		– Sell
-53
Closed -$7K – 147
2021
Q4 		$7K Buy
+53
New +$6.82K ﹤0.01% 240
2017
Q1 		– Sell
-3,200
Closed -$282K – 110
2016
Q4 		$282K Buy
+3,200
New +$257K 0.16% 83

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

RGT Wealth Advisors's CFR Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Cullen/Frost Bankers (CFR) in Q1 2022, closing a stake of 53 shares — an estimated $7K sold.

RGT Wealth Advisors first reported a position in CFR in Q4 2016 and held it in 2 quarters. The position peaked at $282K in Q4 2016. 383 funds tracked by Wall St. Rank hold CFR as of Q1 2022.

  • RGT Wealth Advisors reported no remaining Cullen/Frost Bankers position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 53 Cullen/Frost Bankers shares in Q1 2022, an estimated $7K.
  • RGT Wealth Advisors first reported a position in Cullen/Frost Bankers in Q4 2016 and held it in 2 quarters.
  • RGT Wealth Advisors's Cullen/Frost Bankers position peaked at $282K in Q4 2016.
  • 383 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.