Core Wealth Advisors (Florida)’s CF Industries CF Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-75	Closed	-$6.24K	–	83
2024 Q1	$6.24K	Hold	75	–	–	﹤0.01%	215
2023 Q4	$5.96K	Hold	75	–	–	﹤0.01%	210
2023 Q3	$6.43K	Hold	75	–	–	﹤0.01%	187
2023 Q2	$5.21K	Hold	75	–	–	﹤0.01%	192
2023 Q1	$5.44K	Hold	75	–	–	﹤0.01%	192
2022 Q4	$6.39K	Hold	75	–	–	﹤0.01%	191
2022 Q3	$7K	Hold	75	–	–	﹤0.01%	154
2022 Q2	$6K	Hold	75	–	–	﹤0.01%	167
2022 Q1	$8K	Sell	75 -75	-50%	-$6.05K	﹤0.01%	148
2021 Q4	$11K	Hold	150	–	–	0.01%	149
2021 Q3	$8K	Buy	150 +50	+50%	+$2.4K	0.01%	141
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	153
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	137
2020 Q4	$4K	Buy	+100	New	+$3.3K	﹤0.01%	147

Other funds holding CF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Core Wealth Advisors (Florida)'s CF Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of CF Industries (CF) in Q2 2024, closing a stake of 75 shares — an estimated $6.24K sold.

Core Wealth Advisors (Florida) first reported a position in CF in Q4 2020 and held it in 14 quarters. The position peaked at $11K in Q4 2021. 693 funds tracked by Wall St. Rank hold CF as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining CF Industries position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 75 CF Industries shares in Q2 2024, an estimated $6.24K.
Core Wealth Advisors (Florida) first reported a position in CF Industries in Q4 2020 and held it in 14 quarters.
Core Wealth Advisors (Florida)'s CF Industries position peaked at $11K in Q4 2021.
693 funds tracked by Wall St. Rank held CF Industries as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.