SW
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SVB Wealth’s CF Industries CF Stock Holding History

SVB 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
2025
Q1 		– Sell
-3,240
Closed -$276K – 1533
2024
Q4 		$276K Buy
+3,240
New +$280K 0.01% 587
2024
Q3 		– Sell
-4,596
Closed -$341K – 113
2024
Q2 		$341K Buy
4,596
+3
+0.1% +$233 0.01% 527
2024
Q1 		$382K Buy
4,593
+1,110
+32% +$88.5K 0.01% 558
2023
Q4 		$277K Buy
3,483
+10
+0.3% +$796 0.01% 652
2023
Q3 		$298K Buy
+3,473
New +$274K 0.01% 614
2023
Q1 		– Sell
-3,001
Closed -$256K – 1023
2022
Q4 		$256K Sell
3,001
-364
-11% -$37K ﹤0.01% 809
2022
Q3 		$324K Buy
+3,365
New +$328K ﹤0.01% 668
2015
Q4 		– Sell
-5,850
Closed -$263K – 547
2015
Q3 		$263K Buy
+5,850
New +$340K 0.01% 487

Other funds holding CF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return