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CGN Advisors’s Capitol Federal Financial CFFN Stock Holding History

CGN Advisors’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
-10,263
Closed -$49K – 245
2023
Q3 		$49K Sell
10,263
-396
-4% -$2.34K 0.01% 253
2023
Q2 		$65.8K Buy
+10,659
New +$66.3K 0.01% 226

Other funds holding CFFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CGN Advisors's CFFN Position: Q4 2023 in Review

CGN Advisors sold out of Capitol Federal Financial (CFFN) in Q4 2023, closing a stake of 10,263 shares — an estimated $49K sold.

CGN Advisors first reported a position in CFFN in Q2 2023 and held it in 2 quarters. The position peaked at $65.8K in Q2 2023. 193 funds tracked by Wall St. Rank hold CFFN as of Q4 2023.

  • CGN Advisors reported no remaining Capitol Federal Financial position as of Q4 2023 after selling out during the quarter.
  • CGN Advisors sold 10,263 Capitol Federal Financial shares in Q4 2023, an estimated $49K.
  • CGN Advisors first reported a position in Capitol Federal Financial in Q2 2023 and held it in 2 quarters.
  • CGN Advisors's Capitol Federal Financial position peaked at $65.8K in Q2 2023.
  • 193 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q4 2023.

Based on CGN Advisors's 13F filing for Q4 2023, filed 5 Jan 2024.