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Beacon Investment Advisory Services’s CF Industries CF Stock Holding History

Beacon Investment Advisory Services’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
Q2 		– Sell
-4,567
Closed -$380K – 264
2024
Q1 		$380K Hold
4,567
– – 0.02% 205
2023
Q4 		$363K Sell
4,567
-290
-6% -$23.1K 0.02% 206
2023
Q3 		$416K Buy
4,857
+354
+8% +$28K 0.02% 202
2023
Q2 		$313K Hold
4,503
– – 0.01% 235
2023
Q1 		$326K Buy
+4,503
New +$368K 0.02% 222

Other funds holding CF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Beacon Investment Advisory Services's CF Position: Q2 2024 in Review

Beacon Investment Advisory Services sold out of CF Industries (CF) in Q2 2024, closing a stake of 4,567 shares — an estimated $380K sold.

Beacon Investment Advisory Services first reported a position in CF in Q1 2023 and held it in 5 quarters. The position peaked at $416K in Q3 2023. 693 funds tracked by Wall St. Rank hold CF as of Q2 2024.

  • Beacon Investment Advisory Services reported no remaining CF Industries position as of Q2 2024 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 4,567 CF Industries shares in Q2 2024, an estimated $380K.
  • Beacon Investment Advisory Services first reported a position in CF Industries in Q1 2023 and held it in 5 quarters.
  • Beacon Investment Advisory Services's CF Industries position peaked at $416K in Q3 2023.
  • 693 funds tracked by Wall St. Rank held CF Industries as of Q2 2024.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2024, filed 14 Aug 2024.