Simplicity Wealth’s CF Industries CF Stock Holding History

Simplicity Wealth’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	-3,072	Closed	-$256K	–	1254
2024 Q1	$256K	Buy	+3,072	New	+$245K	0.01%	977

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Simplicity Wealth's CF Position: Q2 2024 in Review

Simplicity Wealth sold out of CF Industries (CF) in Q2 2024, closing a stake of 3,072 shares — an estimated $256K sold.

Simplicity Wealth first reported a position in CF in Q1 2024 and held it in 1 quarter. The position peaked at $256K in Q1 2024. 694 funds tracked by Wall St. Rank hold CF as of Q2 2024.

Simplicity Wealth reported no remaining CF Industries position as of Q2 2024 after selling out during the quarter.
Simplicity Wealth sold 3,072 CF Industries shares in Q2 2024, an estimated $256K.
Simplicity Wealth first reported a position in CF Industries in Q1 2024 and held it in 1 quarter.
Simplicity Wealth's CF Industries position peaked at $256K in Q1 2024.
694 funds tracked by Wall St. Rank held CF Industries as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.