AWA
CF icon

Arkadios Wealth Advisors’s CF Industries CF Stock Holding History

Arkadios Wealth Advisors’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
Q1 		– Sell
-5,148
Closed -$409K – 742
2023
Q4 		$409K Hold
5,148
– – 0.03% 429
2023
Q3 		$441K Buy
5,148
+126
+3% +$9.96K 0.04% 371
2023
Q2 		$349K Buy
5,022
+14
+0.3% +$976 0.04% 401
2023
Q1 		$363K Sell
5,008
-136
-3% -$11.1K 0.04% 382
2022
Q4 		$438K Sell
5,144
-45
-0.9% -$4.57K 0.06% 311
2022
Q3 		$499K Buy
5,189
+2,045
+65% +$200K 0.08% 271
2022
Q2 		$270K Buy
+3,144
New +$306K 0.04% 421
2020
Q2 		– Sell
-24
Closed -$653 – 977
2020
Q1 		$653 Hold
24
– – ﹤0.01% 998
2019
Q4 		$944 Buy
+24
New +$1.12K ﹤0.01% 900

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return