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Kingswood Wealth Advisors’s CF Industries CF Stock Holding History

Kingswood Wealth Advisors’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
-2,312
Closed -$213K – 799
2025
Q2 		$213K Buy
+2,312
New +$197K 0.02% 683
2023
Q4 		– Sell
-5,768
Closed -$495K – 646
2023
Q3 		$495K Buy
+5,768
New +$456K 0.08% 246

Other funds holding CF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kingswood Wealth Advisors's CF Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of CF Industries (CF) in Q3 2025, closing a stake of 2,312 shares — an estimated $213K sold.

Kingswood Wealth Advisors first reported a position in CF in Q3 2023 and held it in 2 quarters. The position peaked at $495K in Q3 2023. 789 funds tracked by Wall St. Rank hold CF as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining CF Industries position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,312 CF Industries shares in Q3 2025, an estimated $213K.
  • Kingswood Wealth Advisors first reported a position in CF Industries in Q3 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's CF Industries position peaked at $495K in Q3 2023.
  • 789 funds tracked by Wall St. Rank held CF Industries as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.