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Avantax Advisory Services’s CNX Resources CNX Stock Holding History

Avantax Advisory Services’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
2024
Q4 		– Sell
-14,102
Closed -$459K – 2196
2024
Q3 		$459K Sell
14,102
-725
-5% -$19.5K ﹤0.01% 1467
2024
Q2 		$360K Buy
14,827
+3,089
+26% +$75.4K ﹤0.01% 1578
2024
Q1 		$278K Buy
+11,738
New +$244K ﹤0.01% 1343

Other funds holding CNX

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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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
MCS
Mercuria Capital Strategies Houston, Texas $262M AUM 90.53% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's CNX Position: Q4 2024 in Review

Avantax Advisory Services sold out of CNX Resources (CNX) in Q4 2024, closing a stake of 14,102 shares — an estimated $459K sold.

Avantax Advisory Services first reported a position in CNX in Q1 2024 and held it in 3 quarters. The position peaked at $459K in Q3 2024. 376 funds tracked by Wall St. Rank hold CNX as of Q4 2024.

  • Avantax Advisory Services reported no remaining CNX Resources position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 14,102 CNX Resources shares in Q4 2024, an estimated $459K.
  • Avantax Advisory Services first reported a position in CNX Resources in Q1 2024 and held it in 3 quarters.
  • Avantax Advisory Services's CNX Resources position peaked at $459K in Q3 2024.
  • 376 funds tracked by Wall St. Rank held CNX Resources as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.