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Transform Wealth’s CF Industries CF Stock Holding History

Transform 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
2023
Q2 		– Sell
-44,786
Closed -$3.25M – 263
2023
Q1 		$3.25M Buy
44,786
+5,339
+14% +$436K 0.31% 91
2022
Q4 		$3.36M Buy
39,447
+1,538
+4% +$156K 0.38% 77
2022
Q3 		$3.65M Buy
+37,909
New +$3.7M 0.47% 63

Other funds holding CF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Transform Wealth's CF Position: Q2 2023 in Review

Transform Wealth sold out of CF Industries (CF) in Q2 2023, closing a stake of 44,786 shares — an estimated $3.25M sold.

Transform Wealth first reported a position in CF in Q3 2022 and held it in 3 quarters. The position peaked at $3.65M in Q3 2022. 694 funds tracked by Wall St. Rank hold CF as of Q2 2023.

  • Transform Wealth reported no remaining CF Industries position as of Q2 2023 after selling out during the quarter.
  • Transform Wealth sold 44,786 CF Industries shares in Q2 2023, an estimated $3.25M.
  • Transform Wealth first reported a position in CF Industries in Q3 2022 and held it in 3 quarters.
  • Transform Wealth's CF Industries position peaked at $3.65M in Q3 2022.
  • 694 funds tracked by Wall St. Rank held CF Industries as of Q2 2023.

Based on Transform Wealth's 13F filing for Q2 2023, filed 14 Jul 2023.