Polaris Wealth Advisory Group’s CF Industries CF Stock Holding History

Polaris Wealth Advisory Group’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 Q3	–	Sell	-18,378	Closed	-$1.28M	–	172
2023 Q2	$1.28M	Buy	+18,378	New	+$1.28M	0.1%	105
2022 Q1	–	Sell	-11,077	Closed	-$784K	–	168
2021 Q4	$784K	Sell	11,077 -1,797	-14%	-$113K	0.05%	112
2021 Q3	$781K	Buy	+12,874	New	+$618K	0.05%	107

Other funds holding CF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Polaris Wealth Advisory Group's CF Position: Q3 2023 in Review

Polaris Wealth Advisory Group sold out of CF Industries (CF) in Q3 2023, closing a stake of 18,378 shares — an estimated $1.28M sold.

Polaris Wealth Advisory Group first reported a position in CF in Q3 2021 and held it in 3 quarters. The position peaked at $1.28M in Q2 2023. 702 funds tracked by Wall St. Rank hold CF as of Q3 2023.

Polaris Wealth Advisory Group reported no remaining CF Industries position as of Q3 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 18,378 CF Industries shares in Q3 2023, an estimated $1.28M.
Polaris Wealth Advisory Group first reported a position in CF Industries in Q3 2021 and held it in 3 quarters.
Polaris Wealth Advisory Group's CF Industries position peaked at $1.28M in Q2 2023.
702 funds tracked by Wall St. Rank held CF Industries as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.