BAM
CFFN icon

Belpointe Asset Management’s Capitol Federal Financial CFFN Stock Holding History

Belpointe Asset Management’s Portfolio CFFN Stock Details CFFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,374
Closed -$70.2K – 665
2023
Q2 		$70.2K Buy
11,374
+2,148
+23% +$13.4K 0.01% 599
2023
Q1 		$62.1K Sell
9,226
-736
-7% -$5.98K ﹤0.01% 1586
2022
Q4 		$86.2K Buy
+9,962
New +$82.3K 0.01% 1319

Other funds holding CFFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Belpointe Asset Management's CFFN Position: Q3 2023 in Review

Belpointe Asset Management sold out of Capitol Federal Financial (CFFN) in Q3 2023, closing a stake of 11,374 shares — an estimated $70.2K sold.

Belpointe Asset Management first reported a position in CFFN in Q4 2022 and held it in 3 quarters. The position peaked at $86.2K in Q4 2022. 180 funds tracked by Wall St. Rank hold CFFN as of Q3 2023.

  • Belpointe Asset Management reported no remaining Capitol Federal Financial position as of Q3 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 11,374 Capitol Federal Financial shares in Q3 2023, an estimated $70.2K.
  • Belpointe Asset Management first reported a position in Capitol Federal Financial in Q4 2022 and held it in 3 quarters.
  • Belpointe Asset Management's Capitol Federal Financial position peaked at $86.2K in Q4 2022.
  • 180 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q3 2023.

Based on Belpointe Asset Management's 13F filing for Q3 2023, filed 15 Nov 2023.