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Pinnacle Wealth Management’s CF Industries CF Stock Holding History

Pinnacle 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
2023
Q4 		– Sell
-20,741
Closed -$1.78M – 35
2023
Q3 		$1.78M Buy
+20,741
New +$1.64M 2.16% 21
2022
Q4 		$1.31M Buy
+15,384
New +$1.56M 1.58% 39
2022
Q3 		– Sell
-21,640
Closed -$1.85M – 50
2022
Q2 		$1.85M Sell
21,640
-6,203
-22% -$603K 2.61% 10
2022
Q1 		$2.87M Buy
+27,843
New +$2.25M 3.35% 4

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Management's CF Position: Q4 2023 in Review

Pinnacle Wealth Management sold out of CF Industries (CF) in Q4 2023, closing a stake of 20,741 shares — an estimated $1.78M sold.

Pinnacle Wealth Management first reported a position in CF in Q1 2022 and held it in 4 quarters. The position peaked at $2.87M in Q1 2022. 730 funds tracked by Wall St. Rank hold CF as of Q4 2023.

  • Pinnacle Wealth Management reported no remaining CF Industries position as of Q4 2023 after selling out during the quarter.
  • Pinnacle Wealth Management sold 20,741 CF Industries shares in Q4 2023, an estimated $1.78M.
  • Pinnacle Wealth Management first reported a position in CF Industries in Q1 2022 and held it in 4 quarters.
  • Pinnacle Wealth Management's CF Industries position peaked at $2.87M in Q1 2022.
  • 730 funds tracked by Wall St. Rank held CF Industries as of Q4 2023.

Based on Pinnacle Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.