AWE
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Avidian Wealth Enterprises’s CF Industries CF Stock Holding History

Avidian Wealth Enterprises’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
2023
Q1 		– Sell
-3,677
Closed -$313K – 477
2022
Q4 		$313K Sell
3,677
-323
-8% -$32.8K 0.02% 351
2022
Q3 		$385K Sell
4,000
-323
-7% -$31.5K 0.03% 273
2022
Q2 		$371K Buy
4,323
+2
+0% +$194 0.03% 313
2022
Q1 		$445K Buy
+4,321
New +$349K 0.03% 324

Other funds holding CF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avidian Wealth Enterprises's CF Position: Q1 2023 in Review

Avidian Wealth Enterprises sold out of CF Industries (CF) in Q1 2023, closing a stake of 3,677 shares — an estimated $313K sold.

Avidian Wealth Enterprises first reported a position in CF in Q1 2022 and held it in 4 quarters. The position peaked at $445K in Q1 2022. 710 funds tracked by Wall St. Rank hold CF as of Q1 2023.

  • Avidian Wealth Enterprises reported no remaining CF Industries position as of Q1 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 3,677 CF Industries shares in Q1 2023, an estimated $313K.
  • Avidian Wealth Enterprises first reported a position in CF Industries in Q1 2022 and held it in 4 quarters.
  • Avidian Wealth Enterprises's CF Industries position peaked at $445K in Q1 2022.
  • 710 funds tracked by Wall St. Rank held CF Industries as of Q1 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2023, filed 8 May 2023.