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

Ropes 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
-31
Closed -$3K – 332
2020
Q4 		$3K Buy
+31
New +$2.44K ﹤0.01% 598
2018
Q3 		– Sell
-37
Closed -$4K – 538
2018
Q2 		$4K Hold
37
– – ﹤0.01% 508
2018
Q1 		$4K Hold
37
– – ﹤0.01% 498
2017
Q4 		$4K Buy
+37
New +$3.56K ﹤0.01% 635

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

Ropes Wealth Advisors's CFR Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Cullen/Frost Bankers (CFR) in Q1 2021, closing a stake of 31 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in CFR in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q2 2018. 319 funds tracked by Wall St. Rank hold CFR as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Cullen/Frost Bankers position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 31 Cullen/Frost Bankers shares in Q1 2021, an estimated $3K.
  • Ropes Wealth Advisors first reported a position in Cullen/Frost Bankers in Q4 2017 and held it in 4 quarters.
  • Ropes Wealth Advisors's Cullen/Frost Bankers position peaked at $4K in Q2 2018.
  • 319 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.