AE Wealth Management’s CNX Resources CNX Stock Holding History

AE Wealth Management’s Portfolio CNX Stock Details CNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-103,932	Closed	-$2.35M	–	2072
2023 Q3	$2.35M	Sell	103,932 -68,383	-40%	-$1.42M	0.01%	796
2023 Q2	$3.05M	Buy	+172,315	New	+$2.78M	0.02%	704
2019 Q2	–	Sell	-23,982	Closed	-$258K	–	977
2019 Q1	$258K	Buy	+23,982	New	+$271K	0.02%	509

Other funds holding CNX

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AE Wealth Management's CNX Position: Q4 2023 in Review

AE Wealth Management sold out of CNX Resources (CNX) in Q4 2023, closing a stake of 103,932 shares — an estimated $2.35M sold.

AE Wealth Management first reported a position in CNX in Q1 2019 and held it in 3 quarters. The position peaked at $3.05M in Q2 2023. 320 funds tracked by Wall St. Rank hold CNX as of Q4 2023.

AE Wealth Management reported no remaining CNX Resources position as of Q4 2023 after selling out during the quarter.
AE Wealth Management sold 103,932 CNX Resources shares in Q4 2023, an estimated $2.35M.
AE Wealth Management first reported a position in CNX Resources in Q1 2019 and held it in 3 quarters.
AE Wealth Management's CNX Resources position peaked at $3.05M in Q2 2023.
320 funds tracked by Wall St. Rank held CNX Resources as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.