AWA
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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 $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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Arkadios Wealth Advisors's CF Position: Q1 2024 in Review

Arkadios Wealth Advisors sold out of CF Industries (CF) in Q1 2024, closing a stake of 5,148 shares — an estimated $409K sold.

Arkadios Wealth Advisors first reported a position in CF in Q4 2019 and held it in 9 quarters. The position peaked at $499K in Q3 2022. 742 funds tracked by Wall St. Rank hold CF as of Q1 2024.

  • Arkadios Wealth Advisors reported no remaining CF Industries position as of Q1 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 5,148 CF Industries shares in Q1 2024, an estimated $409K.
  • Arkadios Wealth Advisors first reported a position in CF Industries in Q4 2019 and held it in 9 quarters.
  • Arkadios Wealth Advisors's CF Industries position peaked at $499K in Q3 2022.
  • 742 funds tracked by Wall St. Rank held CF Industries as of Q1 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.