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Sugarloaf Wealth Management’s CF Industries CF Stock Holding History

Sugarloaf Wealth Management’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
-160
Closed -$14K – 844
2022
Q2 		$14K Buy
160
+1
+0.6% +$97 ﹤0.01% 465
2022
Q1 		$16K Sell
159
-154
-49% -$12.4K ﹤0.01% 433
2021
Q4 		$22K Buy
313
+2
+0.6% +$125 0.01% 408
2021
Q3 		$17K Buy
311
+2
+0.6% +$96 ﹤0.01% 452
2021
Q2 		$16K Buy
309
+2
+0.7% +$102 ﹤0.01% 447
2021
Q1 		$14K Buy
307
+2
+0.7% +$90 ﹤0.01% 464
2020
Q4 		$12K Buy
305
+2
+0.7% +$66 ﹤0.01% 460
2020
Q3 		$9K Buy
+303
New +$9.66K ﹤0.01% 461

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 $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sugarloaf Wealth Management's CF Position: Q3 2022 in Review

Sugarloaf Wealth Management sold out of CF Industries (CF) in Q3 2022, closing a stake of 160 shares — an estimated $14K sold.

Sugarloaf Wealth Management first reported a position in CF in Q3 2020 and held it in 8 quarters. The position peaked at $22K in Q4 2021. 765 funds tracked by Wall St. Rank hold CF as of Q3 2022.

  • Sugarloaf Wealth Management reported no remaining CF Industries position as of Q3 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 160 CF Industries shares in Q3 2022, an estimated $14K.
  • Sugarloaf Wealth Management first reported a position in CF Industries in Q3 2020 and held it in 8 quarters.
  • Sugarloaf Wealth Management's CF Industries position peaked at $22K in Q4 2021.
  • 765 funds tracked by Wall St. Rank held CF Industries as of Q3 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.