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Opal Wealth Advisors’s CF Industries CF Stock Holding History

Opal 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
2024
Q3 		– Sell
-9
Closed -$668 – 355
2024
Q2 		$668 Buy
+9
New +$699 ﹤0.01% 1138

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Opal Wealth Advisors's CF Position: Q3 2024 in Review

Opal Wealth Advisors sold out of CF Industries (CF) in Q3 2024, closing a stake of 9 shares — an estimated $668 sold.

Opal Wealth Advisors first reported a position in CF in Q2 2024 and held it in 1 quarter. The position peaked at $668 in Q2 2024. 708 funds tracked by Wall St. Rank hold CF as of Q3 2024.

  • Opal Wealth Advisors reported no remaining CF Industries position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 9 CF Industries shares in Q3 2024, an estimated $668.
  • Opal Wealth Advisors first reported a position in CF Industries in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's CF Industries position peaked at $668 in Q2 2024.
  • 708 funds tracked by Wall St. Rank held CF Industries as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.