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Concord Wealth Partners’s CF Industries CF Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-12
Closed -$889 – 967
2024
Q2 		$889 Hold
12
– – ﹤0.01% 735
2024
Q1 		$999 Hold
12
– – ﹤0.01% 792
2023
Q4 		$954 Sell
12
-74
-86% -$5.89K ﹤0.01% 761
2023
Q3 		$7.38K Sell
86
-59
-41% -$4.66K ﹤0.01% 667
2023
Q2 		$10K Buy
145
+87
+150% +$6.07K ﹤0.01% 605
2023
Q1 		$4.24K Sell
58
-812
-93% -$66.4K ﹤0.01% 698
2022
Q4 		$74.2K Buy
+870
New +$88.3K 0.02% 296
2022
Q3 		– Sell
-1,461
Closed -$125K – 313
2022
Q2 		$125K Buy
1,461
+1,443
+8,017% +$140K 0.03% 227
2022
Q1 		$2K Buy
+18
New +$1.45K ﹤0.01% 1075

Other funds holding CF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Concord Wealth Partners's CF Position: Q3 2024 in Review

Concord Wealth Partners sold out of CF Industries (CF) in Q3 2024, closing a stake of 12 shares — an estimated $889 sold.

Concord Wealth Partners first reported a position in CF in Q1 2022 and held it in 9 quarters. The position peaked at $125K in Q2 2022. 707 funds tracked by Wall St. Rank hold CF as of Q3 2024.

  • Concord Wealth Partners reported no remaining CF Industries position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 12 CF Industries shares in Q3 2024, an estimated $889.
  • Concord Wealth Partners first reported a position in CF Industries in Q1 2022 and held it in 9 quarters.
  • Concord Wealth Partners's CF Industries position peaked at $125K in Q2 2022.
  • 707 funds tracked by Wall St. Rank held CF Industries as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.