WMS Partners’s CF Industries CF Stock Holding History

WMS 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
2025 Q1	–	Sell	-2,438	Closed	-$208K	–	49
2024 Q4	$208K	Buy	2,438 +4	+0.2%	+$346	0.01%	284
2024 Q3	$209K	Buy	+2,434	New	+$188K	0.01%	276

Other funds holding CF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

WMS Partners's CF Position: Q1 2025 in Review

WMS Partners sold out of CF Industries (CF) in Q1 2025, closing a stake of 2,438 shares — an estimated $208K sold.

WMS Partners first reported a position in CF in Q3 2024 and held it in 2 quarters. The position peaked at $209K in Q3 2024. 759 funds tracked by Wall St. Rank hold CF as of Q1 2025.

WMS Partners reported no remaining CF Industries position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 2,438 CF Industries shares in Q1 2025, an estimated $208K.
WMS Partners first reported a position in CF Industries in Q3 2024 and held it in 2 quarters.
WMS Partners's CF Industries position peaked at $209K in Q3 2024.
759 funds tracked by Wall St. Rank held CF Industries as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.