SWA
CFB

SFMG Wealth Advisors’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

SFMG Wealth Advisors’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
-14,500
Closed -$203K – 288
2024
Q2 		$203K Sell
14,500
-7,346
-34% -$95K 0.02% 245
2024
Q1 		$302K Sell
21,846
-16,404
-43% -$219K 0.03% 196
2023
Q4 		$519K Sell
38,250
-30,000
-44% -$344K 0.05% 135
2023
Q3 		$689K Hold
68,250
– – 0.07% 103
2023
Q2 		$683K Hold
68,250
– – 0.07% 102
2023
Q1 		$715K Hold
68,250
– – 0.08% 103
2022
Q4 		$847K Sell
68,250
-26,541
-28% -$353K 0.09% 95
2022
Q3 		$1.24M Buy
94,791
+39,523
+72% +$536K 0.14% 76
2022
Q2 		$730K Sell
55,268
-4,125
-7% -$55.6K 0.08% 102
2022
Q1 		$936K Sell
59,393
-9,000
-13% -$143K 0.09% 94
2021
Q4 		$1.07M Sell
68,393
-11,263
-14% -$164K 0.1% 95
2021
Q3 		$1.04M Sell
79,656
-8,750
-10% -$116K 0.11% 90
2021
Q2 		$1.22M Sell
88,406
-7,018
-7% -$101K 0.14% 81
2021
Q1 		$1.32M Hold
95,424
– – 0.15% 70
2020
Q4 		$1.03M Sell
95,424
-32,500
-25% -$312K 0.13% 78
2020
Q3 		$1.11M Sell
127,924
-12,500
-9% -$118K 0.15% 60
2020
Q2 		$1.37M Sell
140,424
-12,500
-8% -$114K 0.2% 46
2020
Q1 		$1.28M Sell
152,924
-22,612
-13% -$273K 0.19% 35
2019
Q4 		$2.53M Buy
175,536
+69,000
+65% +$931K 0.31% 29
2019
Q3 		$1.52M Buy
+106,536
New +$1.54M 0.21% 37

Other funds holding CFB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

SFMG Wealth Advisors's CFB Position: Q3 2024 in Review

SFMG Wealth Advisors sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q3 2024, closing a stake of 14,500 shares — an estimated $203K sold.

SFMG Wealth Advisors first reported a position in CFB in Q3 2019 and held it in 20 quarters. The position peaked at $2.53M in Q4 2019. 160 funds tracked by Wall St. Rank hold CFB as of Q3 2024.

  • SFMG Wealth Advisors reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • SFMG Wealth Advisors sold 14,500 CrossFirst Bankshares, Inc. Common Stock shares in Q3 2024, an estimated $203K.
  • SFMG Wealth Advisors first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q3 2019 and held it in 20 quarters.
  • SFMG Wealth Advisors's CrossFirst Bankshares, Inc. Common Stock position peaked at $2.53M in Q4 2019.
  • 160 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q3 2024.

Based on SFMG Wealth Advisors's 13F filing for Q3 2024, filed 25 Nov 2024.