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Sigma Planning Corp’s Capitol Federal Financial CFFN Stock Holding History

Sigma Planning Corp’s Portfolio CFFN Stock Details CFFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,600
Closed -$71.6K – 1211
2023
Q2 		$71.6K Buy
+11,600
New +$72.1K ﹤0.01% 1159

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Dimensional Fund Advisors
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sigma Planning Corp's CFFN Position: Q3 2023 in Review

Sigma Planning Corp sold out of Capitol Federal Financial (CFFN) in Q3 2023, closing a stake of 11,600 shares — an estimated $71.6K sold.

Sigma Planning Corp first reported a position in CFFN in Q2 2023 and held it in 1 quarter. The position peaked at $71.6K in Q2 2023. 180 funds tracked by Wall St. Rank hold CFFN as of Q3 2023.

  • Sigma Planning Corp reported no remaining Capitol Federal Financial position as of Q3 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 11,600 Capitol Federal Financial shares in Q3 2023, an estimated $71.6K.
  • Sigma Planning Corp first reported a position in Capitol Federal Financial in Q2 2023 and held it in 1 quarter.
  • Sigma Planning Corp's Capitol Federal Financial position peaked at $71.6K in Q2 2023.
  • 180 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.