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SYSTM Wealth Solutions’s CF Industries CF Stock Holding History

SYSTM Wealth Solutions’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
-791
Closed -$65.8K – 717
2024
Q1 		$65.8K Buy
791
+153
+24% +$12.2K 0.01% 540
2023
Q4 		$50.7K Buy
+638
New +$50.8K 0.01% 579

Other funds holding CF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SYSTM Wealth Solutions's CF Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of CF Industries (CF) in Q2 2024, closing a stake of 791 shares — an estimated $65.8K sold.

SYSTM Wealth Solutions first reported a position in CF in Q4 2023 and held it in 2 quarters. The position peaked at $65.8K in Q1 2024. 692 funds tracked by Wall St. Rank hold CF as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining CF Industries position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 791 CF Industries shares in Q2 2024, an estimated $65.8K.
  • SYSTM Wealth Solutions first reported a position in CF Industries in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's CF Industries position peaked at $65.8K in Q1 2024.
  • 692 funds tracked by Wall St. Rank held CF Industries as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.