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CFM Wealth Partners’s Alliant Energy LNT Stock Holding History

CFM Wealth Partners’s Portfolio LNT Stock Details LNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,997
Closed -$95K – 334
2020
Q2 		$95K Sell
1,997
-187
-9% -$9.1K 0.04% 204
2020
Q1 		$105K Hold
2,184
– – 0.05% 191
2019
Q4 		$124K Buy
+2,184
New +$116K 0.05% 186

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State Street
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Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CFM Wealth Partners's LNT Position: Q3 2020 in Review

CFM Wealth Partners sold out of Alliant Energy (LNT) in Q3 2020, closing a stake of 1,997 shares — an estimated $95K sold.

CFM Wealth Partners first reported a position in LNT in Q4 2019 and held it in 3 quarters. The position peaked at $124K in Q4 2019. 554 funds tracked by Wall St. Rank hold LNT as of Q3 2020.

  • CFM Wealth Partners reported no remaining Alliant Energy position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,997 Alliant Energy shares in Q3 2020, an estimated $95K.
  • CFM Wealth Partners first reported a position in Alliant Energy in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Alliant Energy position peaked at $124K in Q4 2019.
  • 554 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.