Number of Shares
709.00
Current Holdings Value*
$88,770.00
% of Portfolio
4.69%
Total Estimate Gain
$87,327.46
% of Total Estimate Gain
35.86%

WCM Quality Dividend Growth Fund's Cullen/Frost Bankers Inc Holding Summary

As of 2025-03-31, WCM Quality Dividend Growth Fund held 709.00 shares of Cullen/Frost Bankers Inc(CFR), totaling $88,770.00. This investment constitutes 4.69% of their stock portfolio, and WCM Quality Dividend Growth Fund now holds 0% of the outstanding Cullen/Frost Bankers Inc(CFR) stock.

The initial trade took place in 2023Q3. And since then WCM Quality Dividend Growth Fund has made 3 purchases of CFR, at an average price of $98.90, for a total of 2,462.00 shares. In addition, there have been 3 sales at an average price of $133.34 for 1,753.00 shares. Based on historical transaction data and CFR's current price of $136.93, WCM Quality Dividend Growth Fund's estimated gain on his CFR holdings is $87,327.46, reflecting a 35.86% gain to date.

WCM Quality Dividend Growth Fund CFR ($136.93) Holding Chart

WCM Quality Dividend Growth Fund CFR ($136.93) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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