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Primoris Wealth Advisors’s CF Industries CF Stock Holding History

Primoris 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
2022
Q3 		– Sell
-27,560
Closed -$2.37M – 62
2022
Q2 		$2.37M Sell
27,560
-13,938
-34% -$1.35M 3.4% 11
2022
Q1 		$4.29M Sell
41,498
-23,362
-36% -$1.89M 4% 7
2021
Q4 		$4.58M Buy
+64,860
New +$4.06M 3.69% 5

Other funds holding CF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Primoris Wealth Advisors's CF Position: Q3 2022 in Review

Primoris Wealth Advisors sold out of CF Industries (CF) in Q3 2022, closing a stake of 27,560 shares — an estimated $2.37M sold.

Primoris Wealth Advisors first reported a position in CF in Q4 2021 and held it in 3 quarters. The position peaked at $4.58M in Q4 2021. 764 funds tracked by Wall St. Rank hold CF as of Q3 2022.

  • Primoris Wealth Advisors reported no remaining CF Industries position as of Q3 2022 after selling out during the quarter.
  • Primoris Wealth Advisors sold 27,560 CF Industries shares in Q3 2022, an estimated $2.37M.
  • Primoris Wealth Advisors first reported a position in CF Industries in Q4 2021 and held it in 3 quarters.
  • Primoris Wealth Advisors's CF Industries position peaked at $4.58M in Q4 2021.
  • 764 funds tracked by Wall St. Rank held CF Industries as of Q3 2022.

Based on Primoris Wealth Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.