CWP
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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 $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return