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Planning Capital Management Corporation’s CF Industries CF Stock Holding History

Planning Capital Management Corporation’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
-30
Closed -$2.22K – 807
2024
Q2 		$2.22K Hold
30
– – ﹤0.01% 528
2024
Q1 		$2.5K Hold
30
– – ﹤0.01% 546
2023
Q4 		$2.38K Buy
+30
New +$2.39K ﹤0.01% 550

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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 $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Planning Capital Management Corporation's CF Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of CF Industries (CF) in Q3 2024, closing a stake of 30 shares — an estimated $2.22K sold.

Planning Capital Management Corporation first reported a position in CF in Q4 2023 and held it in 3 quarters. The position peaked at $2.5K in Q1 2024. 707 funds tracked by Wall St. Rank hold CF as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining CF Industries position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 30 CF Industries shares in Q3 2024, an estimated $2.22K.
  • Planning Capital Management Corporation first reported a position in CF Industries in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's CF Industries position peaked at $2.5K in Q1 2024.
  • 707 funds tracked by Wall St. Rank held CF Industries as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.