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Abound Wealth Management’s Capitol Federal Financial CFFN Stock Holding History

Abound Wealth Management’s Portfolio CFFN Stock Details CFFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-59
Closed -$352 – 1194
2024
Q1 		$352 Hold
59
– – ﹤0.01% 1061
2023
Q4 		$381 Sell
59
-15
-20% -$81 ﹤0.01% 1046
2023
Q3 		$353 Hold
74
– – ﹤0.01% 942
2023
Q2 		$457 Buy
+74
New +$460 ﹤0.01% 871

Other funds holding CFFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Abound Wealth Management's CFFN Position: Q2 2024 in Review

Abound Wealth Management sold out of Capitol Federal Financial (CFFN) in Q2 2024, closing a stake of 59 shares — an estimated $352 sold.

Abound Wealth Management first reported a position in CFFN in Q2 2023 and held it in 4 quarters. The position peaked at $457 in Q2 2023. 210 funds tracked by Wall St. Rank hold CFFN as of Q2 2024.

  • Abound Wealth Management reported no remaining Capitol Federal Financial position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 59 Capitol Federal Financial shares in Q2 2024, an estimated $352.
  • Abound Wealth Management first reported a position in Capitol Federal Financial in Q2 2023 and held it in 4 quarters.
  • Abound Wealth Management's Capitol Federal Financial position peaked at $457 in Q2 2023.
  • 210 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.