Baldwin Wealth Partners’s CF Industries CF Stock Holding History

Baldwin Wealth Partners’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	-308	Closed	-$26.4K	–	360
2024 Q3	$26.4K	Sell	308 -55,286	-99%	-$4.28M	﹤0.01%	656
2024 Q2	$4.12M	Sell	55,594 -2,565	-4%	-$199K	0.32%	63
2024 Q1	$4.84M	Sell	58,159 -2,607	-4%	-$208K	0.36%	61
2023 Q4	$4.83M	Sell	60,766 -575	-0.9%	-$45.8K	0.38%	61
2023 Q3	$5.26M	Buy	61,341 +140	+0.2%	+$11.1K	0.45%	58
2023 Q2	$4.25M	Sell	61,201 -425	-0.7%	-$29.6K	0.35%	63
2023 Q1	$4.47M	Sell	61,626 -2,079	-3%	-$170K	0.39%	61
2022 Q4	$5.43M	Buy	63,705 +92	+0.1%	+$9.34K	0.49%	60
2022 Q3	$6.12M	Buy	63,613 +690	+1%	+$67.3K	0.85%	33
2022 Q2	$5.39M	Buy	62,923 +2,664	+4%	+$259K	0.7%	39
2022 Q1	$6.21M	Buy	+60,259	New	+$4.86M	0.66%	43

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

Baldwin Wealth Partners's CF Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of CF Industries (CF) in Q4 2024, closing a stake of 308 shares — an estimated $26.4K sold.

Baldwin Wealth Partners first reported a position in CF in Q1 2022 and held it in 11 quarters. The position peaked at $6.21M in Q1 2022. 781 funds tracked by Wall St. Rank hold CF as of Q4 2024.

Baldwin Wealth Partners reported no remaining CF Industries position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 308 CF Industries shares in Q4 2024, an estimated $26.4K.
Baldwin Wealth Partners first reported a position in CF Industries in Q1 2022 and held it in 11 quarters.
Baldwin Wealth Partners's CF Industries position peaked at $6.21M in Q1 2022.
781 funds tracked by Wall St. Rank held CF Industries as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.