WealthPLAN Partners’s CF Industries CF Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-241	Closed	-$16.7K	–	437
2023 Q2	$16.7K	Hold	241	–	–	﹤0.01%	715
2023 Q1	$17.5K	Buy	+241	New	+$19.7K	﹤0.01%	756

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's CF Position: Q3 2023 in Review

WealthPLAN Partners sold out of CF Industries (CF) in Q3 2023, closing a stake of 241 shares — an estimated $16.7K sold.

WealthPLAN Partners first reported a position in CF in Q1 2023 and held it in 2 quarters. The position peaked at $17.5K in Q1 2023. 702 funds tracked by Wall St. Rank hold CF as of Q3 2023.

WealthPLAN Partners reported no remaining CF Industries position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 241 CF Industries shares in Q3 2023, an estimated $16.7K.
WealthPLAN Partners first reported a position in CF Industries in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's CF Industries position peaked at $17.5K in Q1 2023.
702 funds tracked by Wall St. Rank held CF Industries as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.