Provenance Wealth Advisors’s CF Industries CF Stock Holding History

Provenance 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
2024 Q1	–	Sell	-34	Closed	-$2.7K	–	553
2023 Q4	$2.7K	Buy	+34	New	+$2.71K	﹤0.01%	414

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Provenance Wealth Advisors's CF Position: Q1 2024 in Review

Provenance Wealth Advisors sold out of CF Industries (CF) in Q1 2024, closing a stake of 34 shares — an estimated $2.7K sold.

Provenance Wealth Advisors first reported a position in CF in Q4 2023 and held it in 1 quarter. The position peaked at $2.7K in Q4 2023. 743 funds tracked by Wall St. Rank hold CF as of Q1 2024.

Provenance Wealth Advisors reported no remaining CF Industries position as of Q1 2024 after selling out during the quarter.
Provenance Wealth Advisors sold 34 CF Industries shares in Q1 2024, an estimated $2.7K.
Provenance Wealth Advisors first reported a position in CF Industries in Q4 2023 and held it in 1 quarter.
Provenance Wealth Advisors's CF Industries position peaked at $2.7K in Q4 2023.
743 funds tracked by Wall St. Rank held CF Industries as of Q1 2024.

Based on Provenance Wealth Advisors's 13F filing for Q1 2024, filed 15 Aug 2025.