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Evergreen Wealth Solutions’s CF Industries CF Stock Holding History

Evergreen Wealth Solutions’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
2025
Q1 		– Sell
-2,713
Closed -$231K – 109
2024
Q4 		$231K Sell
2,713
-772
-22% -$66.8K 0.16% 94
2024
Q3 		$299K Buy
3,485
+336
+11% +$26K 0.2% 85
2024
Q2 		$233K Sell
3,149
-73
-2% -$5.67K 0.17% 101
2024
Q1 		$268K Sell
3,222
-272
-8% -$21.7K 0.2% 95
2023
Q4 		$278K Buy
3,494
+202
+6% +$16.1K 0.24% 93
2023
Q3 		$282K Sell
3,292
-96
-3% -$7.58K 0.28% 83
2023
Q2 		$235K Buy
+3,388
New +$236K 0.24% 91
2023
Q1 		– Sell
-2,753
Closed -$235K – 103
2022
Q4 		$235K Sell
2,753
-29
-1% -$2.94K 0.31% 81
2022
Q3 		$268K Sell
2,782
-923
-25% -$90.1K 0.38% 76
2022
Q2 		$318K Sell
3,705
-1,098
-23% -$107K 0.39% 80
2022
Q1 		$495K Sell
4,803
-690
-13% -$55.7K 0.48% 47
2021
Q4 		$389K Buy
+5,493
New +$344K 0.35% 60

Other funds holding CF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Evergreen Wealth Solutions's CF Position: Q1 2025 in Review

Evergreen Wealth Solutions sold out of CF Industries (CF) in Q1 2025, closing a stake of 2,713 shares — an estimated $231K sold.

Evergreen Wealth Solutions first reported a position in CF in Q4 2021 and held it in 12 quarters. The position peaked at $495K in Q1 2022. 760 funds tracked by Wall St. Rank hold CF as of Q1 2025.

  • Evergreen Wealth Solutions reported no remaining CF Industries position as of Q1 2025 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 2,713 CF Industries shares in Q1 2025, an estimated $231K.
  • Evergreen Wealth Solutions first reported a position in CF Industries in Q4 2021 and held it in 12 quarters.
  • Evergreen Wealth Solutions's CF Industries position peaked at $495K in Q1 2022.
  • 760 funds tracked by Wall St. Rank held CF Industries as of Q1 2025.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2025, filed 14 May 2025.