FWP
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FAS Wealth Partners’s Capitol Federal Financial CFFN Stock Holding History

FAS Wealth Partners’s Portfolio CFFN Stock Details CFFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,862
Closed -$70.1K – 448
2023
Q4 		$70.1K Sell
10,862
-922
-8% -$4.95K 0.01% 324
2023
Q3 		$56.2K Buy
11,784
+67
+0.6% +$396 0.01% 322
2023
Q2 		$72.3K Sell
11,717
-1,178
-9% -$7.32K 0.01% 298
2023
Q1 		$86.8K Buy
12,895
+60
+0.5% +$488 0.01% 311
2022
Q4 		$111K Buy
12,835
+236
+2% +$1.95K 0.01% 292
2022
Q3 		$105K Sell
12,599
-37
-0.3% -$344 0.01% 289
2022
Q2 		$116K Buy
12,636
+153
+1% +$1.51K 0.01% 292
2022
Q1 		$136K Buy
12,483
+42
+0.3% +$469 0.01% 291
2021
Q4 		$141K Buy
12,441
+2,005
+19% +$23.6K 0.01% 299
2021
Q3 		$120K Buy
+10,436
New +$118K 0.01% 305

Other funds holding CFFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAS Wealth Partners's CFFN Position: Q1 2024 in Review

FAS Wealth Partners sold out of Capitol Federal Financial (CFFN) in Q1 2024, closing a stake of 10,862 shares — an estimated $70.1K sold.

FAS Wealth Partners first reported a position in CFFN in Q3 2021 and held it in 10 quarters. The position peaked at $141K in Q4 2021. 198 funds tracked by Wall St. Rank hold CFFN as of Q1 2024.

  • FAS Wealth Partners reported no remaining Capitol Federal Financial position as of Q1 2024 after selling out during the quarter.
  • FAS Wealth Partners sold 10,862 Capitol Federal Financial shares in Q1 2024, an estimated $70.1K.
  • FAS Wealth Partners first reported a position in Capitol Federal Financial in Q3 2021 and held it in 10 quarters.
  • FAS Wealth Partners's Capitol Federal Financial position peaked at $141K in Q4 2021.
  • 198 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q1 2024.

Based on FAS Wealth Partners's 13F filing for Q1 2024, filed 29 Apr 2024.