Wealthfront Advisers
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Wealthfront Advisers’s Cullen/Frost Bankers CFR Stock Holding History

Wealthfront Advisers’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
Q2 		– Sell
-1,574
Closed -$218K – 771
2022
Q1 		$218K Sell
1,574
-69
-4% -$9.6K ﹤0.01% 751
2021
Q4 		$207K Buy
+1,643
New +$211K ﹤0.01% 751

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers's CFR Position: Q2 2022 in Review

Wealthfront Advisers sold out of Cullen/Frost Bankers (CFR) in Q2 2022, closing a stake of 1,574 shares — an estimated $218K sold.

Wealthfront Advisers first reported a position in CFR in Q4 2021 and held it in 2 quarters. The position peaked at $218K in Q1 2022. 408 funds tracked by Wall St. Rank hold CFR as of Q2 2022.

  • Wealthfront Advisers reported no remaining Cullen/Frost Bankers position as of Q2 2022 after selling out during the quarter.
  • Wealthfront Advisers sold 1,574 Cullen/Frost Bankers shares in Q2 2022, an estimated $218K.
  • Wealthfront Advisers first reported a position in Cullen/Frost Bankers in Q4 2021 and held it in 2 quarters.
  • Wealthfront Advisers's Cullen/Frost Bankers position peaked at $218K in Q1 2022.
  • 408 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2022.

Based on Wealthfront Advisers's 13F filing for Q2 2022, filed 20 Jul 2022.