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Salem Investment Counselors’s Cullen/Frost Bankers CFR Stock Holding History

Salem Investment Counselors’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
2024
Q4 		– Sell
-6
Closed -$672 – 1215
2024
Q3 		$672 Buy
+6
New +$656 ﹤0.01% 1112
2019
Q3 		– Sell
-342
Closed -$32K – 647
2019
Q2 		$32K Hold
342
– – ﹤0.01% 425
2019
Q1 		$36K Buy
+342
New +$33.9K ﹤0.01% 315
2018
Q4 		– Sell
-342
Closed -$36K – 211
2018
Q3 		$36K Hold
342
– – ﹤0.01% 315
2018
Q2 		$37K Hold
342
– – ﹤0.01% 320
2018
Q1 		$35K Buy
+342
New +$35.7K ﹤0.01% 329

Other funds holding CFR

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Salem Investment Counselors's CFR Position: Q4 2024 in Review

Salem Investment Counselors sold out of Cullen/Frost Bankers (CFR) in Q4 2024, closing a stake of 6 shares — an estimated $672 sold.

Salem Investment Counselors first reported a position in CFR in Q1 2018 and held it in 6 quarters. The position peaked at $37K in Q2 2018. 457 funds tracked by Wall St. Rank hold CFR as of Q4 2024.

  • Salem Investment Counselors reported no remaining Cullen/Frost Bankers position as of Q4 2024 after selling out during the quarter.
  • Salem Investment Counselors sold 6 Cullen/Frost Bankers shares in Q4 2024, an estimated $672.
  • Salem Investment Counselors first reported a position in Cullen/Frost Bankers in Q1 2018 and held it in 6 quarters.
  • Salem Investment Counselors's Cullen/Frost Bankers position peaked at $37K in Q2 2018.
  • 457 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2024.

Based on Salem Investment Counselors's 13F filing for Q4 2024, filed 13 Jan 2025.