BWA
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BDO Wealth Advisors’s CF Industries CF Stock Holding History

BDO 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
2023
Q2 		$1.57M Buy
22,649
+26
+0.1% +$1.81K 0.18% 105
2023
Q1 		$1.64M Sell
22,623
-1,750
-7% -$143K 0.2% 99
2022
Q4 		$2.08M Buy
24,373
+7
+0% +$711 0.26% 84
2022
Q3 		$2.35M Buy
24,366
+83
+0.3% +$8.1K 0.31% 68
2022
Q2 		$2.08M Sell
24,283
-145
-0.6% -$14.1K 0.26% 79
2022
Q1 		$2.52M Buy
24,428
+310
+1% +$25K 0.27% 73
2021
Q4 		$1.71M Buy
24,118
+358
+2% +$22.4K 0.18% 100
2021
Q3 		$1.33M Buy
23,760
+1,075
+5% +$51.6K 0.15% 110
2021
Q2 		$1.17M Buy
22,685
+1,093
+5% +$55.5K 0.13% 122
2021
Q1 		$980K Buy
21,592
+761
+4% +$34.4K 0.12% 129
2020
Q4 		$806K Buy
20,831
+344
+2% +$11.4K 0.11% 119
2020
Q3 		$629K Buy
20,487
+1,599
+8% +$51K 0.1% 121
2020
Q2 		$531K Buy
18,888
+4,637
+33% +$132K 0.09% 125
2020
Q1 		$388K Buy
14,251
+4,305
+43% +$160K 0.08% 137
2019
Q4 		$475K Sell
9,946
-1,082
-10% -$50.6K 0.12% 113
2019
Q3 		$543K Buy
11,028
+682
+7% +$33.1K 0.14% 113
2019
Q2 		$483K Buy
10,346
+530
+5% +$23K 0.13% 114
2019
Q1 		$401K Buy
9,816
+1,254
+15% +$53.2K 0.12% 122
2018
Q4 		$373K Sell
8,562
-571
-6% -$26.8K 0.13% 111
2018
Q3 		$497K Buy
9,133
+554
+6% +$26.7K 0.16% 96
2018
Q2 		$381K Buy
8,579
+674
+9% +$27.5K 0.13% 107
2018
Q1 		$298K Buy
7,905
+6,280
+386% +$256K 0.11% 107
2017
Q4 		$69K Buy
1,625
+1,175
+261% +$44.4K 0.03% 181
2017
Q3 		$16K Buy
+450
New +$13.9K 0.01% 273

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BDO Wealth Advisors's CF Position: Q2 2023 in Review

BDO Wealth Advisors increased its CF Industries (CF) stake by 0.11% in Q2 2023, buying an estimated $1.81K and bringing the position to 22,649 shares worth $1.57M. The position accounts for 0.18% of the portfolio, ranked #105.

BDO Wealth Advisors first reported a position in CF in Q3 2017 and has held it in 24 quarters since. The position peaked at $2.52M in Q1 2022. 695 funds tracked by Wall St. Rank hold CF as of Q2 2023.

  • BDO Wealth Advisors held 22,649 shares of CF Industries worth $1.57M as of Q2 2023.
  • BDO Wealth Advisors bought 26 CF Industries shares in Q2 2023, an estimated $1.81K.
  • CF Industries made up 0.18% of BDO Wealth Advisors's portfolio in Q2 2023, its #105 holding.
  • BDO Wealth Advisors first reported a position in CF Industries in Q3 2017 and has held it in 24 quarters since.
  • BDO Wealth Advisors's CF Industries position peaked at $2.52M in Q1 2022.
  • 695 funds tracked by Wall St. Rank held CF Industries as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.