EWM
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Evermay Wealth Management’s CF Industries CF Stock Holding History

Evermay 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
2023
Q1 		– Sell
-120
Closed -$10.2K – 548
2022
Q4 		$10.2K Sell
120
-123
-51% -$12.5K ﹤0.01% 411
2022
Q3 		$23K Hold
243
– – ﹤0.01% 338
2022
Q2 		$21K Buy
+243
New +$23.6K ﹤0.01% 339

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
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evermay Wealth Management's CF Position: Q1 2023 in Review

Evermay Wealth Management sold out of CF Industries (CF) in Q1 2023, closing a stake of 120 shares — an estimated $10.2K sold.

Evermay Wealth Management first reported a position in CF in Q2 2022 and held it in 3 quarters. The position peaked at $23K in Q3 2022. 710 funds tracked by Wall St. Rank hold CF as of Q1 2023.

  • Evermay Wealth Management reported no remaining CF Industries position as of Q1 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 120 CF Industries shares in Q1 2023, an estimated $10.2K.
  • Evermay Wealth Management first reported a position in CF Industries in Q2 2022 and held it in 3 quarters.
  • Evermay Wealth Management's CF Industries position peaked at $23K in Q3 2022.
  • 710 funds tracked by Wall St. Rank held CF Industries as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.