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 $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Victory Capital Management

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

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