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West Financial Advisors’s Capitol Federal Financial CFFN Stock Holding History

West Financial Advisors’s Portfolio CFFN Stock Details CFFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,100
Closed -$22.5K – 189
2024
Q2 		$22.5K Hold
4,100
– – ﹤0.01% 102
2024
Q1 		$24.4K Hold
4,100
– – 0.01% 102
2023
Q4 		$26.4K Hold
4,100
– – 0.01% 101
2023
Q3 		$19.6K Hold
4,100
– – ﹤0.01% 112
2023
Q2 		$25.3K Hold
4,100
– – 0.01% 101
2023
Q1 		$27.6K Hold
4,100
– – 0.01% 96
2022
Q4 		$35.5K Hold
4,100
– – 0.01% 83
2022
Q3 		$34K Buy
+4,100
New +$38.1K 0.01% 109

Other funds holding CFFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

West Financial Advisors's CFFN Position: Q3 2024 in Review

West Financial Advisors sold out of Capitol Federal Financial (CFFN) in Q3 2024, closing a stake of 4,100 shares — an estimated $22.5K sold.

West Financial Advisors first reported a position in CFFN in Q3 2022 and held it in 8 quarters. The position peaked at $35.5K in Q4 2022. 225 funds tracked by Wall St. Rank hold CFFN as of Q3 2024.

  • West Financial Advisors reported no remaining Capitol Federal Financial position as of Q3 2024 after selling out during the quarter.
  • West Financial Advisors sold 4,100 Capitol Federal Financial shares in Q3 2024, an estimated $22.5K.
  • West Financial Advisors first reported a position in Capitol Federal Financial in Q3 2022 and held it in 8 quarters.
  • West Financial Advisors's Capitol Federal Financial position peaked at $35.5K in Q4 2022.
  • 225 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q3 2024.

Based on West Financial Advisors's 13F filing for Q3 2024, filed 8 Oct 2024.