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

TCI 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
2023 Q2	–	Sell	-2	Closed	-$211	–	564
2023 Q1	$211	Sell	2 -2	-50%	-$249	﹤0.01%	2329
2022 Q4	$535	Sell	4 -1	-20%	-$142	﹤0.01%	2205
2022 Q3	$1K	Buy	+5	New	+$656	﹤0.01%	2051
2022 Q2	–	Sell	-6	Closed	-$1K	–	2300
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	2074
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	2165
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	2235
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	2182
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	2035
2020 Q4	$1K	Hold	6	–	–	﹤0.01%	1346
2020 Q3	$0	Buy	+6	New	+$421	﹤0.01%	1540
2020 Q1	–	Sell	-5	Closed	–	–	1506
2019 Q4	$0	Sell	5 -47	-90%	-$4.37K	﹤0.01%	1545
2019 Q3	$5K	Buy	+52	New	+$4.61K	﹤0.01%	790

Other funds holding CFR

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

TCI Wealth Advisors's CFR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Cullen/Frost Bankers (CFR) in Q2 2023, closing a stake of 2 shares — an estimated $211 sold.

TCI Wealth Advisors first reported a position in CFR in Q3 2019 and held it in 12 quarters. The position peaked at $5K in Q3 2019. 371 funds tracked by Wall St. Rank hold CFR as of Q2 2023.

TCI Wealth Advisors reported no remaining Cullen/Frost Bankers position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 2 Cullen/Frost Bankers shares in Q2 2023, an estimated $211.
TCI Wealth Advisors first reported a position in Cullen/Frost Bankers in Q3 2019 and held it in 12 quarters.
TCI Wealth Advisors's Cullen/Frost Bankers position peaked at $5K in Q3 2019.
371 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.