SWP
CFB

Stratos Wealth Partners’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-11,212
Closed -$187K – 1552
2024
Q3 		$187K Hold
11,212
– – ﹤0.01% 1352
2024
Q2 		$157K Sell
11,212
-35
-0.3% -$452 ﹤0.01% 1296
2024
Q1 		$156K Sell
11,247
-3,965
-26% -$53.1K ﹤0.01% 1309
2023
Q4 		$207K Sell
15,212
-19,000
-56% -$218K ﹤0.01% 1259
2023
Q3 		$345K Hold
34,212
– – 0.01% 955
2023
Q2 		$342K Sell
34,212
-10
-0% -$103 0.01% 902
2023
Q1 		$359K Buy
34,222
+10
+0% +$128 0.01% 804
2022
Q4 		$425K Hold
34,212
– – 0.01% 780
2022
Q3 		$446K Hold
34,212
– – 0.01% 730
2022
Q2 		$452K Sell
34,212
-5
-0% -$67 0.01% 766
2022
Q1 		$539K Sell
34,217
-7,995
-19% -$127K 0.01% 788
2021
Q4 		$659K Sell
42,212
-16,000
-27% -$233K 0.01% 713
2021
Q3 		$757K Sell
58,212
-4,000
-6% -$53K 0.02% 610
2021
Q2 		$855K Hold
62,212
– – 0.02% 584
2021
Q1 		$858K Buy
+62,212
New +$802K 0.02% 546

Other funds holding CFB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Stratos Wealth Partners's CFB Position: Q4 2024 in Review

Stratos Wealth Partners sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q4 2024, closing a stake of 11,212 shares — an estimated $187K sold.

Stratos Wealth Partners first reported a position in CFB in Q1 2021 and held it in 15 quarters. The position peaked at $858K in Q1 2021. 174 funds tracked by Wall St. Rank hold CFB as of Q4 2024.

  • Stratos Wealth Partners reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 11,212 CrossFirst Bankshares, Inc. Common Stock shares in Q4 2024, an estimated $187K.
  • Stratos Wealth Partners first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q1 2021 and held it in 15 quarters.
  • Stratos Wealth Partners's CrossFirst Bankshares, Inc. Common Stock position peaked at $858K in Q1 2021.
  • 174 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q4 2024.

Based on Stratos Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.