Lake Street Private Wealth’s CF Industries CF Stock Holding History

Lake Street Private Wealth’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	-6,919	Closed	-$550K	–	317
2023 Q4	$550K	Buy	+6,919	New	+$551K	0.09%	202

Other funds holding CF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Lake Street Private Wealth's CF Position: Q1 2024 in Review

Lake Street Private Wealth sold out of CF Industries (CF) in Q1 2024, closing a stake of 6,919 shares — an estimated $550K sold.

Lake Street Private Wealth first reported a position in CF in Q4 2023 and held it in 1 quarter. The position peaked at $550K in Q4 2023. 742 funds tracked by Wall St. Rank hold CF as of Q1 2024.

Lake Street Private Wealth reported no remaining CF Industries position as of Q1 2024 after selling out during the quarter.
Lake Street Private Wealth sold 6,919 CF Industries shares in Q1 2024, an estimated $550K.
Lake Street Private Wealth first reported a position in CF Industries in Q4 2023 and held it in 1 quarter.
Lake Street Private Wealth's CF Industries position peaked at $550K in Q4 2023.
742 funds tracked by Wall St. Rank held CF Industries as of Q1 2024.

Based on Lake Street Private Wealth's 13F filing for Q1 2024, filed 19 Apr 2024.