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SYSTM Wealth Solutions’s Cullen/Frost Bankers CFR Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-134
Closed -$13.6K – 187
2024
Q2 		$13.6K Hold
134
– – ﹤0.01% 430
2024
Q1 		$15.1K Buy
134
+8
+6% +$855 ﹤0.01% 733
2023
Q4 		$13.7K Buy
+126
New +$12.2K ﹤0.01% 789

Other funds holding CFR

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SYSTM Wealth Solutions's CFR Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Cullen/Frost Bankers (CFR) in Q3 2024, closing a stake of 134 shares — an estimated $13.6K sold.

SYSTM Wealth Solutions first reported a position in CFR in Q4 2023 and held it in 3 quarters. The position peaked at $15.1K in Q1 2024. 438 funds tracked by Wall St. Rank hold CFR as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Cullen/Frost Bankers position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 134 Cullen/Frost Bankers shares in Q3 2024, an estimated $13.6K.
  • SYSTM Wealth Solutions first reported a position in Cullen/Frost Bankers in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Cullen/Frost Bankers position peaked at $15.1K in Q1 2024.
  • 438 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.