B. Riley Wealth Advisors’s CF Industries CF Stock Holding History

B. Riley 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 Q4	–	Sell	-3,619	Closed	-$319K	–	1161
2024 Q3	$319K	Sell	3,619 -2,293	-39%	-$177K	0.01%	926
2024 Q2	$438K	Buy	+5,912	New	+$459K	0.01%	873
2024 Q1	–	Sell	-5,372	Closed	-$427K	–	1459
2023 Q4	$427K	Buy	+5,372	New	+$427K	0.01%	899
2023 Q3	–	Sell	-5,209	Closed	-$362K	–	1516
2023 Q2	$362K	Buy	+5,209	New	+$363K	0.01%	1024
2023 Q1	–	Sell	-6,893	Closed	-$587K	–	1538
2022 Q4	$587K	Buy	6,893 +731	+12%	+$74.2K	0.02%	725
2022 Q3	$594K	Buy	6,162 +837	+16%	+$81.7K	0.02%	677
2022 Q2	$457K	Buy	+5,325	New	+$517K	0.02%	695
2015 Q1	–	Sell	-55	Closed	-$3K	–	784
2014 Q4	$3K	Buy	+55	New	+$2.9K	﹤0.01%	3296
2014 Q3	–	Sell	-260	Closed	-$12.4K	–	840
2014 Q2	$12.4K	Buy	+260	New	+$12.7K	﹤0.01%	1690

Other funds holding CF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B. Riley Wealth Advisors's CF Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of CF Industries (CF) in Q4 2024, closing a stake of 3,619 shares — an estimated $319K sold.

B. Riley Wealth Advisors first reported a position in CF in Q2 2014 and held it in 9 quarters. The position peaked at $594K in Q3 2022. 781 funds tracked by Wall St. Rank hold CF as of Q4 2024.

B. Riley Wealth Advisors reported no remaining CF Industries position as of Q4 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 3,619 CF Industries shares in Q4 2024, an estimated $319K.
B. Riley Wealth Advisors first reported a position in CF Industries in Q2 2014 and held it in 9 quarters.
B. Riley Wealth Advisors's CF Industries position peaked at $594K in Q3 2022.
781 funds tracked by Wall St. Rank held CF Industries as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.