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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Annex Advisory Services's CF Position: Q4 2024 in Review

Annex Advisory Services sold out of CF Industries (CF) in Q4 2024, closing a stake of 5,165 shares — an estimated $443K sold.

Annex Advisory Services first reported a position in CF in Q4 2022 and held it in 8 quarters. The position peaked at $872K in Q3 2023. 780 funds tracked by Wall St. Rank hold CF as of Q4 2024.

  • Annex Advisory Services reported no remaining CF Industries position as of Q4 2024 after selling out during the quarter.
  • Annex Advisory Services sold 5,165 CF Industries shares in Q4 2024, an estimated $443K.
  • Annex Advisory Services first reported a position in CF Industries in Q4 2022 and held it in 8 quarters.
  • Annex Advisory Services's CF Industries position peaked at $872K in Q3 2023.
  • 780 funds tracked by Wall St. Rank held CF Industries as of Q4 2024.

Based on Annex Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.