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Sowell Financial Services’s Cullen/Frost Bankers CFR Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-7,893
Closed -$979K – 890
2021
Q1 		$979K Buy
7,893
+2,192
+38% +$226K 0.03% 419
2020
Q4 		$497K Buy
5,701
+882
+18% +$69.3K 0.02% 529
2020
Q3 		$308K Sell
4,819
-105
-2% -$7.36K 0.02% 606
2020
Q2 		$368K Sell
4,924
-4,130
-46% -$288K 0.02% 542
2020
Q1 		$505K Buy
9,054
+5,173
+133% +$422K 0.04% 395
2019
Q4 		$380K Buy
3,881
+805
+26% +$74.8K 0.03% 526
2019
Q3 		$272K Buy
+3,076
New +$273K 0.02% 559
2019
Q1 		$262K Buy
2,697
+87
+3% +$8.63K 0.03% 479
2018
Q4 		$230K Buy
2,610
+230
+10% +$22.4K 0.03% 438
2018
Q3 		$249K Buy
+2,380
New +$264K 0.04% 295

Other funds holding CFR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return