WAAG
CFB

Wealth Alliance Advisory Group’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Wealth Alliance Advisory Group’s Portfolio CFB Stock Details CFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-25,636
Closed -$333K – 173
2021
Q3 		$333K Buy
+25,636
New +$339K 0.16% 99

Other funds holding CFB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Wealth Alliance Advisory Group's CFB Position: Q4 2021 in Review

Wealth Alliance Advisory Group sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q4 2021, closing a stake of 25,636 shares — an estimated $333K sold.

Wealth Alliance Advisory Group first reported a position in CFB in Q3 2021 and held it in 1 quarter. The position peaked at $333K in Q3 2021. 110 funds tracked by Wall St. Rank hold CFB as of Q4 2021.

  • Wealth Alliance Advisory Group reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 25,636 CrossFirst Bankshares, Inc. Common Stock shares in Q4 2021, an estimated $333K.
  • Wealth Alliance Advisory Group first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q3 2021 and held it in 1 quarter.
  • Wealth Alliance Advisory Group's CrossFirst Bankshares, Inc. Common Stock position peaked at $333K in Q3 2021.
  • 110 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q4 2021.

Based on Wealth Alliance Advisory Group's 13F filing for Q4 2021, filed 13 Jan 2022.