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GoalVest Advisory’s Capitol Federal Financial CFFN Stock Holding History

GoalVest Advisory’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
Q4 		– Sell
-339
Closed -$1.98K – 388
2024
Q3 		$1.98K Hold
339
– – ﹤0.01% 356
2024
Q2 		$1.86K Hold
339
– – ﹤0.01% 299
2024
Q1 		$2.02K Hold
339
– – ﹤0.01% 369
2023
Q4 		$2.19K Buy
+339
New +$1.82K ﹤0.01% 328

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GoalVest Advisory's CFFN Position: Q4 2024 in Review

GoalVest Advisory sold out of Capitol Federal Financial (CFFN) in Q4 2024, closing a stake of 339 shares — an estimated $1.98K sold.

GoalVest Advisory first reported a position in CFFN in Q4 2023 and held it in 4 quarters. The position peaked at $2.19K in Q4 2023. 229 funds tracked by Wall St. Rank hold CFFN as of Q4 2024.

  • GoalVest Advisory reported no remaining Capitol Federal Financial position as of Q4 2024 after selling out during the quarter.
  • GoalVest Advisory sold 339 Capitol Federal Financial shares in Q4 2024, an estimated $1.98K.
  • GoalVest Advisory first reported a position in Capitol Federal Financial in Q4 2023 and held it in 4 quarters.
  • GoalVest Advisory's Capitol Federal Financial position peaked at $2.19K in Q4 2023.
  • 229 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q4 2024.

Based on GoalVest Advisory's 13F filing for Q4 2024, filed 17 Jan 2025.