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Cary Street Partners Investment Advisory’s Capitol Federal Financial CFFN Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-1,100
Closed -$5.25K – 812
2023
Q3 		$5.25K Buy
+1,100
New +$6.5K ﹤0.01% 1460

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Dimensional Fund Advisors
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Morgan Stanley
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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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Cary Street Partners Investment Advisory's CFFN Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Capitol Federal Financial (CFFN) in Q4 2023, closing a stake of 1,100 shares — an estimated $5.25K sold.

Cary Street Partners Investment Advisory first reported a position in CFFN in Q3 2023 and held it in 1 quarter. The position peaked at $5.25K in Q3 2023. 193 funds tracked by Wall St. Rank hold CFFN as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Capitol Federal Financial position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,100 Capitol Federal Financial shares in Q4 2023, an estimated $5.25K.
  • Cary Street Partners Investment Advisory first reported a position in Capitol Federal Financial in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Capitol Federal Financial position peaked at $5.25K in Q3 2023.
  • 193 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.