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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Sowell Financial Services's CFR Position: Q2 2021 in Review

Sowell Financial Services sold out of Cullen/Frost Bankers (CFR) in Q2 2021, closing a stake of 7,893 shares — an estimated $979K sold.

Sowell Financial Services first reported a position in CFR in Q3 2018 and held it in 10 quarters. The position peaked at $979K in Q1 2021. 327 funds tracked by Wall St. Rank hold CFR as of Q2 2021.

Sowell Financial Services reported no remaining Cullen/Frost Bankers position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 7,893 Cullen/Frost Bankers shares in Q2 2021, an estimated $979K.
Sowell Financial Services first reported a position in Cullen/Frost Bankers in Q3 2018 and held it in 10 quarters.
Sowell Financial Services's Cullen/Frost Bankers position peaked at $979K in Q1 2021.
327 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.