WP
CFB

WealthPLAN Partners’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-200
Closed -$2K – 1230
2023
Q2 		$2K Hold
200
– – ﹤0.01% 1078
2023
Q1 		$2.1K Buy
+200
New +$2.56K ﹤0.01% 1125

Other funds holding CFB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $605M AUM 26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

WealthPLAN Partners's CFB Position: Q3 2023 in Review

WealthPLAN Partners sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q3 2023, closing a stake of 200 shares — an estimated $2K sold.

WealthPLAN Partners first reported a position in CFB in Q1 2023 and held it in 2 quarters. The position peaked at $2.1K in Q1 2023. 129 funds tracked by Wall St. Rank hold CFB as of Q3 2023.

  • WealthPLAN Partners reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 200 CrossFirst Bankshares, Inc. Common Stock shares in Q3 2023, an estimated $2K.
  • WealthPLAN Partners first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's CrossFirst Bankshares, Inc. Common Stock position peaked at $2.1K in Q1 2023.
  • 129 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.