WP Advisors’s CF Industries CF Stock Holding History

WP Advisors’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	-2,692	Closed	-$224K	–	108
2024 Q1	$224K	Buy	2,692 +17	+0.6%	+$1.36K	0.07%	105
2023 Q4	$213K	Buy	2,675 +212	+9%	+$16.9K	0.08%	102
2023 Q3	$211K	Buy	+2,463	New	+$195K	0.09%	98

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WP Advisors's CF Position: Q2 2024 in Review

WP Advisors sold out of CF Industries (CF) in Q2 2024, closing a stake of 2,692 shares — an estimated $224K sold.

WP Advisors first reported a position in CF in Q3 2023 and held it in 3 quarters. The position peaked at $224K in Q1 2024. 693 funds tracked by Wall St. Rank hold CF as of Q2 2024.

WP Advisors reported no remaining CF Industries position as of Q2 2024 after selling out during the quarter.
WP Advisors sold 2,692 CF Industries shares in Q2 2024, an estimated $224K.
WP Advisors first reported a position in CF Industries in Q3 2023 and held it in 3 quarters.
WP Advisors's CF Industries position peaked at $224K in Q1 2024.
693 funds tracked by Wall St. Rank held CF Industries as of Q2 2024.

Based on WP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.