Wipfli Financial Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Wipfli Financial Advisors’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 Q3	$61K	Buy	+458	New	+$60.1K	﹤0.01%	978

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

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

Wipfli Financial Advisors's CFR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Cullen/Frost Bankers (CFR) in Q3 2022: 458 shares worth $61K. The stake represents ﹤0.01% of the portfolio and ranks #978 among its holdings.

417 funds tracked by Wall St. Rank hold CFR as of Q3 2022.

Wipfli Financial Advisors held 458 shares of Cullen/Frost Bankers worth $61K as of Q3 2022.
Cullen/Frost Bankers was a new Wipfli Financial Advisors position in Q3 2022.
Cullen/Frost Bankers made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #978 holding.
417 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.