CWM
CF icon

Connecticut Wealth Management’s CF Industries CF Stock Holding History

Connecticut 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
Q1 		– Sell
-5,774
Closed -$459K – 325
2023
Q4 		$459K Buy
+5,774
New +$459K 0.03% 219

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Connecticut Wealth Management's CF Position: Q1 2024 in Review

Connecticut Wealth Management sold out of CF Industries (CF) in Q1 2024, closing a stake of 5,774 shares — an estimated $459K sold.

Connecticut Wealth Management first reported a position in CF in Q4 2023 and held it in 1 quarter. The position peaked at $459K in Q4 2023. 742 funds tracked by Wall St. Rank hold CF as of Q1 2024.

  • Connecticut Wealth Management reported no remaining CF Industries position as of Q1 2024 after selling out during the quarter.
  • Connecticut Wealth Management sold 5,774 CF Industries shares in Q1 2024, an estimated $459K.
  • Connecticut Wealth Management first reported a position in CF Industries in Q4 2023 and held it in 1 quarter.
  • Connecticut Wealth Management's CF Industries position peaked at $459K in Q4 2023.
  • 742 funds tracked by Wall St. Rank held CF Industries as of Q1 2024.

Based on Connecticut Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.