LWM
CF icon

Laidlaw Wealth Management’s CF Industries CF Stock Holding History

Laidlaw 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
2024
Q1 		– Sell
-2,720
Closed -$216K – 187
2023
Q4 		$216K Sell
2,720
-290
-10% -$23.1K 0.08% 225
2023
Q3 		$258K Buy
+3,010
New +$238K 0.09% 218

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Laidlaw Wealth Management's CF Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of CF Industries (CF) in Q1 2024, closing a stake of 2,720 shares — an estimated $216K sold.

Laidlaw Wealth Management first reported a position in CF in Q3 2023 and held it in 2 quarters. The position peaked at $258K in Q3 2023. 742 funds tracked by Wall St. Rank hold CF as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining CF Industries position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,720 CF Industries shares in Q1 2024, an estimated $216K.
  • Laidlaw Wealth Management first reported a position in CF Industries in Q3 2023 and held it in 2 quarters.
  • Laidlaw Wealth Management's CF Industries position peaked at $258K in Q3 2023.
  • 742 funds tracked by Wall St. Rank held CF Industries as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.