TD Private Client Wealth’s Cullen/Frost Bankers CFR Stock Holding History

TD Private Client Wealth’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
2022 Q4	–	Sell	-19	Closed	-$2.51K	–	1220
2022 Q3	$2.51K	Hold	19	–	–	﹤0.01%	1099
2022 Q2	$2.21K	Hold	19	–	–	﹤0.01%	1126
2022 Q1	$2.63K	Hold	19	–	–	﹤0.01%	1142
2021 Q4	$2.4K	Sell	19 -22	-54%	-$2.83K	﹤0.01%	1002
2021 Q3	$4.86K	Hold	41	–	–	﹤0.01%	955
2021 Q2	$4.59K	Buy	41 +19	+86%	+$2.22K	﹤0.01%	966
2021 Q1	$2.39K	Hold	22	–	–	﹤0.01%	989
2020 Q4	$1.92K	Hold	22	–	–	﹤0.01%	963
2020 Q3	$1.41K	Hold	22	–	–	﹤0.01%	938
2020 Q2	$1.64K	Buy	+22	New	+$1.53K	﹤0.01%	926
2020 Q1	–	Sell	-49	Closed	-$4.79K	–	1083
2019 Q4	$4.79K	Buy	+49	New	+$4.55K	﹤0.01%	820

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TD Private Client Wealth's CFR Position: Q4 2022 in Review

TD Private Client Wealth sold out of Cullen/Frost Bankers (CFR) in Q4 2022, closing a stake of 19 shares — an estimated $2.51K sold.

TD Private Client Wealth first reported a position in CFR in Q4 2019 and held it in 11 quarters. The position peaked at $4.86K in Q3 2021. 455 funds tracked by Wall St. Rank hold CFR as of Q4 2022.

TD Private Client Wealth reported no remaining Cullen/Frost Bankers position as of Q4 2022 after selling out during the quarter.
TD Private Client Wealth sold 19 Cullen/Frost Bankers shares in Q4 2022, an estimated $2.51K.
TD Private Client Wealth first reported a position in Cullen/Frost Bankers in Q4 2019 and held it in 11 quarters.
TD Private Client Wealth's Cullen/Frost Bankers position peaked at $4.86K in Q3 2021.
455 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2022.

Based on TD Private Client Wealth's 13F filing for Q4 2022, filed 16 Aug 2024.