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Marshall & Sterling Wealth Advisors’s CF Industries CF Stock Holding History

Marshall & Sterling 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
Q2 		– Sell
-65
Closed -$5.08K – 637
2025
Q1 		$5.08K Buy
+65
New +$5.45K ﹤0.01% 468

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CF Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of CF Industries (CF) in Q2 2025, closing a stake of 65 shares — an estimated $5.08K sold.

Marshall & Sterling Wealth Advisors first reported a position in CF in Q1 2025 and held it in 1 quarter. The position peaked at $5.08K in Q1 2025. 801 funds tracked by Wall St. Rank hold CF as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining CF Industries position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 65 CF Industries shares in Q2 2025, an estimated $5.08K.
  • Marshall & Sterling Wealth Advisors first reported a position in CF Industries in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's CF Industries position peaked at $5.08K in Q1 2025.
  • 801 funds tracked by Wall St. Rank held CF Industries as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.