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Mattern Wealth Management’s Capitol Federal Financial CFFN Stock Holding History

Mattern Wealth Management’s Portfolio CFFN Stock Details CFFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-16,758
Closed -$99.9K – 175
2024
Q1 		$99.9K Sell
16,758
-7,380
-31% -$43.9K 0.02% 177
2023
Q4 		$156K Buy
+24,138
New +$130K 0.04% 170
2020
Q4 		– Sell
-11,587
Closed -$107K – 153
2020
Q3 		$107K Sell
11,587
-8,335
-42% -$81.2K 0.05% 141
2020
Q2 		$219K Sell
19,922
-170
-0.8% -$1.95K 0.11% 130
2020
Q1 		$233K Buy
20,092
+4,863
+32% +$62.3K 0.17% 107
2019
Q4 		$209K Buy
+15,229
New +$215K 0.13% 126

Other funds holding CFFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mattern Wealth Management's CFFN Position: Q2 2024 in Review

Mattern Wealth Management sold out of Capitol Federal Financial (CFFN) in Q2 2024, closing a stake of 16,758 shares — an estimated $99.9K sold.

Mattern Wealth Management first reported a position in CFFN in Q4 2019 and held it in 6 quarters. The position peaked at $233K in Q1 2020. 210 funds tracked by Wall St. Rank hold CFFN as of Q2 2024.

  • Mattern Wealth Management reported no remaining Capitol Federal Financial position as of Q2 2024 after selling out during the quarter.
  • Mattern Wealth Management sold 16,758 Capitol Federal Financial shares in Q2 2024, an estimated $99.9K.
  • Mattern Wealth Management first reported a position in Capitol Federal Financial in Q4 2019 and held it in 6 quarters.
  • Mattern Wealth Management's Capitol Federal Financial position peaked at $233K in Q1 2020.
  • 210 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2024.

Based on Mattern Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.