Wealthcare Advisory Partners’s Cullen/Frost Bankers CFR Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-49	Closed	-$5K	–	763
2021 Q1	$5K	Buy	+49	New	+$5.05K	﹤0.01%	1631
2020 Q2	–	Sell	-24	Closed	-$1K	–	472
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	1367
2019 Q4	$2K	Hold	24	–	–	﹤0.01%	1243
2019 Q3	$2K	Hold	24	–	–	﹤0.01%	1198
2019 Q2	$2K	Hold	24	–	–	﹤0.01%	1174
2019 Q1	$2K	Hold	24	–	–	﹤0.01%	1082
2018 Q4	$2K	Hold	24	–	–	﹤0.01%	1060
2018 Q3	$3K	Hold	24	–	–	﹤0.01%	1061
2018 Q2	$3K	Buy	+24	New	+$2.71K	﹤0.01%	1049
2018 Q1	–	Sell	-29	Closed	-$3K	–	1094
2017 Q4	$3K	Buy	+29	New	+$2.79K	﹤0.01%	861

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Wealthcare Advisory Partners's CFR Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Cullen/Frost Bankers (CFR) in Q2 2021, closing a stake of 49 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in CFR in Q4 2017 and held it in 10 quarters. The position peaked at $5K in Q1 2021. 327 funds tracked by Wall St. Rank hold CFR as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Cullen/Frost Bankers position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 49 Cullen/Frost Bankers shares in Q2 2021, an estimated $5K.
Wealthcare Advisory Partners first reported a position in Cullen/Frost Bankers in Q4 2017 and held it in 10 quarters.
Wealthcare Advisory Partners's Cullen/Frost Bankers position peaked at $5K in Q1 2021.
327 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.