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Teamwork Financial Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Teamwork Financial 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
2022
Q4 		– Sell
-6,539
Closed -$865K – 196
2022
Q3 		$865K Buy
+6,539
New +$857K 0.19% 80
2021
Q4 		– Sell
-4,111
Closed -$488K – 295
2021
Q3 		$488K Buy
+4,111
New +$459K 0.1% 161

Other funds holding CFR

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Teamwork Financial Advisors's CFR Position: Q4 2022 in Review

Teamwork Financial Advisors sold out of Cullen/Frost Bankers (CFR) in Q4 2022, closing a stake of 6,539 shares — an estimated $865K sold.

Teamwork Financial Advisors first reported a position in CFR in Q3 2021 and held it in 2 quarters. The position peaked at $865K in Q3 2022. 455 funds tracked by Wall St. Rank hold CFR as of Q4 2022.

  • Teamwork Financial Advisors reported no remaining Cullen/Frost Bankers position as of Q4 2022 after selling out during the quarter.
  • Teamwork Financial Advisors sold 6,539 Cullen/Frost Bankers shares in Q4 2022, an estimated $865K.
  • Teamwork Financial Advisors first reported a position in Cullen/Frost Bankers in Q3 2021 and held it in 2 quarters.
  • Teamwork Financial Advisors's Cullen/Frost Bankers position peaked at $865K in Q3 2022.
  • 455 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2022.

Based on Teamwork Financial Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.