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TFO Wealth Partners’s Cullen/Frost Bankers CFR Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-3
Closed -$338 – 187
2024
Q1 		$338 Hold
3
– – ﹤0.01% 364
2023
Q4 		$325 Hold
3
– – ﹤0.01% 487
2023
Q3 		$323 Hold
3
– – ﹤0.01% 625
2023
Q2 		$323 Hold
3
– – ﹤0.01% 388
2023
Q1 		$316 Sell
3
-68
-96% -$8.47K ﹤0.01% 362
2022
Q4 		$1.89K Buy
+71
New +$10.1K ﹤0.01% 266
2022
Q3 		– Sell
-48
Closed -$6K – 195
2022
Q2 		$6K Buy
+48
New +$6.13K ﹤0.01% 186

Other funds holding CFR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return

TFO Wealth Partners's CFR Position: Q2 2024 in Review

TFO Wealth Partners sold out of Cullen/Frost Bankers (CFR) in Q2 2024, closing a stake of 3 shares — an estimated $338 sold.

TFO Wealth Partners first reported a position in CFR in Q2 2022 and held it in 7 quarters. The position peaked at $6K in Q2 2022. 397 funds tracked by Wall St. Rank hold CFR as of Q2 2024.

  • TFO Wealth Partners reported no remaining Cullen/Frost Bankers position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Cullen/Frost Bankers shares in Q2 2024, an estimated $338.
  • TFO Wealth Partners first reported a position in Cullen/Frost Bankers in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Cullen/Frost Bankers position peaked at $6K in Q2 2022.
  • 397 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.