AE Wealth Management’s Capitol Federal Financial CFFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-39,413
| Closed | -$216K | – | 1246 |
|
|
2024
Q2 | $216K | Buy |
+39,413
| New | +$205K | ﹤0.01% | 1139 |
|
|
2024
Q1 | – | Sell |
-48,383
| Closed | -$312K | – | 1280 |
|
|
2023
Q4 | $312K | Sell |
48,383
-274
| -0.6% | -$1.47K | ﹤0.01% | 1679 |
|
|
2023
Q3 | $232K | Buy |
48,657
+33,562
| +222% | +$198K | ﹤0.01% | 1719 |
|
|
2023
Q2 | $93.1K | Buy |
15,095
+877
| +6% | +$5.45K | ﹤0.01% | 1815 |
|
|
2023
Q1 | $95.7K | Sell |
14,218
-1,191
| -8% | -$9.68K | ﹤0.01% | 1793 |
|
|
2022
Q4 | $133K | Sell |
15,409
-8,335
| -35% | -$68.9K | ﹤0.01% | 1703 |
|
|
2022
Q3 | $197K | Buy |
23,744
+779
| +3% | +$7.24K | ﹤0.01% | 1611 |
|
|
2022
Q2 | $211K | Buy |
22,965
+19
| +0.1% | +$188 | ﹤0.01% | 1577 |
|
|
2022
Q1 | $250K | Sell |
22,946
-1,266
| -5% | -$14.1K | ﹤0.01% | 1498 |
|
|
2021
Q4 | $274K | Sell |
24,212
-131
| -0.5% | -$1.54K | ﹤0.01% | 1479 |
|
|
2021
Q3 | $280K | Sell |
24,343
-4,498
| -16% | -$50.8K | ﹤0.01% | 1388 |
|
|
2021
Q2 | $340K | Buy |
28,841
+24
| +0.1% | +$308 | ﹤0.01% | 1293 |
|
|
2021
Q1 | $382K | Buy |
28,817
+4
| +0% | +$53 | ﹤0.01% | 1157 |
|
|
2020
Q4 | $360K | Buy |
28,813
+1
| +0% | +$12 | ﹤0.01% | 1070 |
|
|
2020
Q3 | $267K | Buy |
28,812
+5,031
| +21% | +$49K | ﹤0.01% | 1078 |
|
|
2020
Q2 | $262K | Buy |
23,781
+716
| +3% | +$8.21K | ﹤0.01% | 1068 |
|
|
2020
Q1 | $268K | Hold |
23,065
| – | – | 0.01% | 914 |
|
|
2019
Q4 | $317K | Buy |
23,065
+226
| +1% | +$3.18K | 0.01% | 880 |
|
|
2019
Q3 | $315K | Hold |
22,839
| – | – | 0.01% | 767 |
|
|
2019
Q2 | $314K | Hold |
22,839
| – | – | 0.01% | 732 |
|
|
2019
Q1 | $305K | Sell |
22,839
-56
| -0.2% | -$741 | 0.02% | 460 |
|
|
2018
Q4 | $292K | Sell |
22,895
-283
| -1% | -$3.63K | 0.05% | 351 |
|
|
2018
Q3 | $295K | Buy |
23,178
+339
| +1% | +$4.46K | 0.02% | 453 |
|
|
2018
Q2 | $301K | Buy |
22,839
+707
| +3% | +$9.16K | 0.02% | 330 |
|
|
2018
Q1 | $273K | Hold |
22,132
| – | – | 0.02% | 348 |
|
|
2017
Q4 | $297K | Buy |
22,132
+6,527
| +42% | +$91.5K | 0.03% | 320 |
|
|
2017
Q3 | $229K | Sell |
15,605
-113
| -0.7% | -$1.57K | 0.02% | 359 |
|
|
2017
Q2 | $223K | Buy |
15,718
+113
| +0.7% | +$1.61K | 0.03% | 337 |
|
|
2017
Q1 | $228K | Sell |
15,605
-297
| -2% | -$4.55K | 0.04% | 241 |
|
|
2016
Q4 | $262K | Buy |
+15,902
| New | +$244K | 0.11% | 161 |
|
Other funds holding CFFN
AE Wealth Management's CFFN Position: Q3 2024 in Review
AE Wealth Management sold out of Capitol Federal Financial (CFFN) in Q3 2024, closing a stake of 39,413 shares — an estimated $216K sold.
AE Wealth Management first reported a position in CFFN in Q4 2016 and held it in 30 quarters. The position peaked at $382K in Q1 2021. 225 funds tracked by Wall St. Rank hold CFFN as of Q3 2024.
- AE Wealth Management reported no remaining Capitol Federal Financial position as of Q3 2024 after selling out during the quarter.
- AE Wealth Management sold 39,413 Capitol Federal Financial shares in Q3 2024, an estimated $216K.
- AE Wealth Management first reported a position in Capitol Federal Financial in Q4 2016 and held it in 30 quarters.
- AE Wealth Management's Capitol Federal Financial position peaked at $382K in Q1 2021.
- 225 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q3 2024.
Based on AE Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.