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Marion Wealth Management’s CF Industries CF Stock Holding History

Marion 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
2023
Q4 		– Sell
-9,337
Closed -$801K – 119
2023
Q3 		$801K Buy
9,337
+408
+5% +$32.2K 0.28% 69
2023
Q2 		$620K Buy
8,929
+615
+7% +$42.9K 0.22% 75
2023
Q1 		$603K Buy
8,314
+1,356
+19% +$111K 0.22% 76
2022
Q4 		$593K Buy
6,958
+1,147
+20% +$116K 0.25% 73
2022
Q3 		$559K Buy
5,811
+488
+9% +$47.6K 0.29% 69
2022
Q2 		$456K Buy
+5,323
New +$517K 0.24% 80

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marion Wealth Management's CF Position: Q4 2023 in Review

Marion Wealth Management sold out of CF Industries (CF) in Q4 2023, closing a stake of 9,337 shares — an estimated $801K sold.

Marion Wealth Management first reported a position in CF in Q2 2022 and held it in 6 quarters. The position peaked at $801K in Q3 2023. 731 funds tracked by Wall St. Rank hold CF as of Q4 2023.

  • Marion Wealth Management reported no remaining CF Industries position as of Q4 2023 after selling out during the quarter.
  • Marion Wealth Management sold 9,337 CF Industries shares in Q4 2023, an estimated $801K.
  • Marion Wealth Management first reported a position in CF Industries in Q2 2022 and held it in 6 quarters.
  • Marion Wealth Management's CF Industries position peaked at $801K in Q3 2023.
  • 731 funds tracked by Wall St. Rank held CF Industries as of Q4 2023.

Based on Marion Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.