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WR Wealth Planners’s CF Industries CF Stock Holding History

WR Wealth Planners’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
Q4 		$55.7K Buy
653
+282
+76% +$24.4K 0.02% 307
2024
Q3 		$31.8K Buy
371
+75
+25% +$5.8K 0.01% 410
2024
Q2 		$21.9K Buy
296
+212
+252% +$16.5K 0.01% 434
2024
Q1 		$6.99K Buy
+84
New +$6.7K ﹤0.01% 664

Other funds holding CF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's CF Position: Q4 2024 in Review

WR Wealth Planners increased its CF Industries (CF) stake by 76% in Q4 2024, buying an estimated $24.4K and bringing the position to 653 shares worth $55.7K. The position accounts for 0.02% of the portfolio, ranked #307.

WR Wealth Planners first reported a position in CF in Q1 2024 and has held it in 4 quarters since. 779 funds tracked by Wall St. Rank hold CF as of Q4 2024.

  • WR Wealth Planners held 653 shares of CF Industries worth $55.7K as of Q4 2024.
  • WR Wealth Planners bought 282 CF Industries shares in Q4 2024, an estimated $24.4K.
  • CF Industries made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #307 holding.
  • WR Wealth Planners first reported a position in CF Industries in Q1 2024 and has held it in 4 quarters since.
  • 779 funds tracked by Wall St. Rank held CF Industries as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.