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Cassady Schiller Wealth Management’s CF Industries CF Stock Holding History

Cassady Schiller Wealth Management’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 		$1.45K Buy
+17
New +$1.47K ﹤0.01% 678
2022
Q1 		– Sell
-3
Closed – – 186
2021
Q4 		$0 Buy
+3
New +$188 ﹤0.01% 559

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Cassady Schiller Wealth Management's CF Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in CF Industries (CF) in Q4 2024: 17 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #678 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in CF as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in CF in Q4 2021 and has held it in 2 quarters since. 778 funds tracked by Wall St. Rank hold CF as of Q4 2024.

  • Cassady Schiller Wealth Management held 17 shares of CF Industries worth $1.45K as of Q4 2024.
  • CF Industries was a new Cassady Schiller Wealth Management position in Q4 2024.
  • CF Industries made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #678 holding.
  • Cassady Schiller Wealth Management first reported a position in CF Industries in Q4 2021 and has held it in 2 quarters since.
  • 778 funds tracked by Wall St. Rank held CF Industries as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.