Atria Wealth Solutions’s CF Industries CF Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$218K	Sell	2,360 -1,040	-31%	-$88.6K	﹤0.01%	1344
2025 Q1	$266K	Sell	3,400 -404	-11%	-$33.9K	﹤0.01%	1547
2024 Q4	$325K	Buy	3,804 +16	+0.4%	+$1.38K	﹤0.01%	1497
2024 Q3	$325K	Sell	3,788 -612	-14%	-$47.3K	﹤0.01%	1464
2024 Q2	$326K	Buy	4,400 +126	+3%	+$9.78K	﹤0.01%	1456
2024 Q1	$356K	Sell	4,274 -113	-3%	-$9.01K	﹤0.01%	1443
2023 Q4	$349K	Buy	4,387 +76	+2%	+$6.05K	﹤0.01%	1396
2023 Q3	$370K	Buy	4,311 +45	+1%	+$3.56K	0.01%	1287
2023 Q2	$296K	Buy	+4,266	New	+$298K	﹤0.01%	1451
2023 Q1	–	Sell	-4,168	Closed	-$355K	–	1870
2022 Q4	$355K	Sell	4,168 -178	-4%	-$18.1K	0.01%	1266
2022 Q3	$418K	Sell	4,346 -1,684	-28%	-$164K	0.01%	1129
2022 Q2	$517K	Buy	+6,030	New	+$586K	0.01%	962

Other funds holding CF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return