PWMG
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Prestige Wealth Management Group’s CF Industries CF Stock Holding History

Prestige Wealth Management 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
2024
Q2 		– Sell
-32
Closed -$2.66K – 998
2024
Q1 		$2.66K Sell
32
-54
-63% -$4.31K ﹤0.01% 695
2023
Q4 		$6.84K Buy
86
+8
+10% +$637 ﹤0.01% 526
2023
Q3 		$6.69K Buy
78
+65
+500% +$5.13K ﹤0.01% 518
2023
Q2 		$903 Sell
13
-46
-78% -$3.21K ﹤0.01% 920
2023
Q1 		$4.28K Buy
59
+15
+34% +$1.23K ﹤0.01% 611
2022
Q4 		$3.75K Buy
44
+27
+159% +$2.74K ﹤0.01% 685
2022
Q3 		$2K Buy
17
+8
+89% +$781 ﹤0.01% 715
2022
Q2 		$1K Hold
9
– – ﹤0.01% 828
2022
Q1 		$1K Sell
9
-25
-74% -$2.02K ﹤0.01% 852
2021
Q4 		$2K Buy
34
+25
+278% +$1.56K ﹤0.01% 773
2021
Q3 		$1K Hold
9
– – ﹤0.01% 869
2021
Q2 		$0 Hold
9
– – ﹤0.01% 974
2021
Q1 		$0 Hold
9
– – ﹤0.01% 961
2020
Q4 		$0 Buy
+9
New +$297 ﹤0.01% 948
2019
Q1 		– Sell
-121
Closed -$5K – 599
2018
Q4 		$5K Buy
+121
New +$5.67K ﹤0.01% 574

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Prestige Wealth Management Group's CF Position: Q2 2024 in Review

Prestige Wealth Management Group sold out of CF Industries (CF) in Q2 2024, closing a stake of 32 shares — an estimated $2.66K sold.

Prestige Wealth Management Group first reported a position in CF in Q4 2018 and held it in 15 quarters. The position peaked at $6.84K in Q4 2023. 693 funds tracked by Wall St. Rank hold CF as of Q2 2024.

  • Prestige Wealth Management Group reported no remaining CF Industries position as of Q2 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 32 CF Industries shares in Q2 2024, an estimated $2.66K.
  • Prestige Wealth Management Group first reported a position in CF Industries in Q4 2018 and held it in 15 quarters.
  • Prestige Wealth Management Group's CF Industries position peaked at $6.84K in Q4 2023.
  • 693 funds tracked by Wall St. Rank held CF Industries as of Q2 2024.

Based on Prestige Wealth Management Group's 13F filing for Q2 2024, filed 6 Aug 2024.