Moran Wealth Management’s CF Industries CF Stock Holding History

Moran 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
2025 Q1	–	Sell	-7,456	Closed	-$636K	–	449
2024 Q4	$636K	Buy	7,456 +3,679	+97%	+$318K	0.02%	348
2024 Q3	$324K	Sell	3,777 -263	-7%	-$20.3K	0.01%	387
2024 Q2	$299K	Buy	4,040 +296	+8%	+$23K	0.01%	375
2024 Q1	$312K	Sell	3,744 -474	-11%	-$37.8K	0.01%	375
2023 Q4	$335K	Sell	4,218 -1,799	-30%	-$143K	0.01%	356
2023 Q3	$516K	Sell	6,017 -13,655	-69%	-$1.08M	0.02%	311
2023 Q2	$1.37M	Buy	19,672 +366	+2%	+$25.5K	0.05%	241
2023 Q1	$1.4M	Buy	19,306 +5,642	+41%	+$461K	0.05%	243
2022 Q4	$1.16M	Buy	+13,664	New	+$1.39M	0.04%	247

Other funds holding CF

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return