IFWM
CF icon

Institute for Wealth Management’s CF Industries CF Stock Holding History

Institute for 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
2025
Q3 		– Sell
-4,111
Closed -$378K – 566
2025
Q2 		$378K Buy
4,111
+1
+0% +$85 0.04% 376
2025
Q1 		$321K Buy
+4,110
New +$345K 0.04% 395

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Institute for Wealth Management's CF Position: Q3 2025 in Review

Institute for Wealth Management sold out of CF Industries (CF) in Q3 2025, closing a stake of 4,111 shares — an estimated $378K sold.

Institute for Wealth Management first reported a position in CF in Q1 2025 and held it in 2 quarters. The position peaked at $378K in Q2 2025. 788 funds tracked by Wall St. Rank hold CF as of Q3 2025.

  • Institute for Wealth Management reported no remaining CF Industries position as of Q3 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 4,111 CF Industries shares in Q3 2025, an estimated $378K.
  • Institute for Wealth Management first reported a position in CF Industries in Q1 2025 and held it in 2 quarters.
  • Institute for Wealth Management's CF Industries position peaked at $378K in Q2 2025.
  • 788 funds tracked by Wall St. Rank held CF Industries as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.