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Dakota Wealth Management’s C&F Financial CFFI Stock Holding History

Dakota Wealth Management’s Portfolio CFFI Stock Details CFFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,001
Closed -$637K – 725
2024
Q1 		$637K Hold
13,001
– – 0.02% 462
2023
Q4 		$887K Hold
13,001
– – 0.03% 326
2023
Q3 		$697K Hold
13,001
– – 0.03% 343
2023
Q2 		$698K Hold
13,001
– – 0.03% 318
2023
Q1 		$672K Hold
13,001
– – 0.04% 300
2022
Q4 		$758K Hold
13,001
– – 0.05% 263
2022
Q3 		$696K Hold
13,001
– – 0.06% 277
2022
Q2 		$598K Hold
13,001
– – 0.06% 255
2022
Q1 		$651K Buy
+13,001
New +$666K 0.05% 249

Other funds holding CFFI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Dakota Wealth Management's CFFI Position: Q2 2024 in Review

Dakota Wealth Management sold out of C&F Financial (CFFI) in Q2 2024, closing a stake of 13,001 shares — an estimated $637K sold.

Dakota Wealth Management first reported a position in CFFI in Q1 2022 and held it in 9 quarters. The position peaked at $887K in Q4 2023. 64 funds tracked by Wall St. Rank hold CFFI as of Q2 2024.

  • Dakota Wealth Management reported no remaining C&F Financial position as of Q2 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 13,001 C&F Financial shares in Q2 2024, an estimated $637K.
  • Dakota Wealth Management first reported a position in C&F Financial in Q1 2022 and held it in 9 quarters.
  • Dakota Wealth Management's C&F Financial position peaked at $887K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held C&F Financial as of Q2 2024.

Based on Dakota Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.