AAS
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Annex Advisory Services’s CF Industries CF Stock Holding History

Annex Advisory Services’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,165
Closed -$443K – 314
2024
Q3 		$443K Sell
5,165
-9
-0.2% -$696 0.01% 196
2024
Q2 		$383K Buy
5,174
+9
+0.2% +$699 0.01% 206
2024
Q1 		$430K Sell
5,165
-1,000
-16% -$79.8K 0.02% 194
2023
Q4 		$490K Sell
6,165
-4,000
-39% -$318K 0.02% 174
2023
Q3 		$872K Hold
10,165
– – 0.05% 109
2023
Q2 		$706K Hold
10,165
– – 0.04% 123
2023
Q1 		$737K Buy
10,165
+61
+0.6% +$4.99K 0.04% 123
2022
Q4 		$861K Buy
+10,104
New +$1.03M 0.05% 123

Other funds holding CF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return