MWM
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Meridian Wealth Management’s CF Industries CF Stock Holding History

Meridian 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
Q4 		– Sell
-5,724
Closed -$491K – 633
2024
Q3 		$491K Buy
+5,724
New +$443K 0.02% 410
2024
Q2 		– Sell
-27,955
Closed -$2.31M – 323
2024
Q1 		$2.31M Buy
27,955
+24
+0.1% +$1.91K 0.38% 51
2023
Q4 		$2.22M Sell
27,931
-27,901
-50% -$2.22M 0.14% 163
2023
Q3 		$4.72M Buy
55,832
+27,691
+98% +$2.19M 0.29% 71
2023
Q2 		$1.95M Sell
28,141
-2,861
-9% -$200K 0.16% 124
2023
Q1 		$2.25M Hold
31,002
– – 0.2% 118
2022
Q4 		$2.64M Buy
31,002
+114
+0.4% +$11.6K 0.26% 88
2022
Q3 		$2.97M Sell
30,888
-9,855
-24% -$962K 0.32% 71
2022
Q2 		$3.49M Buy
40,743
+30,597
+302% +$2.97M 0.29% 89
2022
Q1 		$1.05M Buy
+10,146
New +$819K 0.11% 154
2019
Q3 		– Sell
-4,251
Closed -$1.99K – 234
2019
Q2 		$1.99K Buy
+4,251
New +$184K 0.08% 204

Other funds holding CF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return