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

SOA 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
Q2 		– Sell
-37
Closed -$5K – 834
2022
Q1 		$5K Hold
37
– – ﹤0.01% 680
2021
Q4 		$4K Hold
37
– – ﹤0.01% 686
2021
Q3 		$4K Buy
+37
New +$4.13K ﹤0.01% 703

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SOA Wealth Advisors's CFR Position: Q2 2022 in Review

SOA Wealth Advisors sold out of Cullen/Frost Bankers (CFR) in Q2 2022, closing a stake of 37 shares — an estimated $5K sold.

SOA Wealth Advisors first reported a position in CFR in Q3 2021 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 408 funds tracked by Wall St. Rank hold CFR as of Q2 2022.

  • SOA Wealth Advisors reported no remaining Cullen/Frost Bankers position as of Q2 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 37 Cullen/Frost Bankers shares in Q2 2022, an estimated $5K.
  • SOA Wealth Advisors first reported a position in Cullen/Frost Bankers in Q3 2021 and held it in 3 quarters.
  • SOA Wealth Advisors's Cullen/Frost Bankers position peaked at $5K in Q1 2022.
  • 408 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.