Avior Wealth Management’s CNX Resources CNX Stock Holding History

Avior 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
2025 Q1	–	Sell	-90	Closed	-$3.3K	–	1051
2024 Q4	$3.3K	Hold	90	–	–	﹤0.01%	1997
2024 Q3	$2.93K	Hold	90	–	–	﹤0.01%	1905
2024 Q2	$2.19K	Sell	90 -32	-26%	-$781	﹤0.01%	1929
2024 Q1	$2.89K	Buy	122 +32	+36%	+$664	﹤0.01%	2210
2023 Q4	$1.8K	Hold	90	–	–	﹤0.01%	1314
2023 Q3	$2.03K	Hold	90	–	–	﹤0.01%	1381
2023 Q2	$1.59K	Hold	90	–	–	﹤0.01%	1372
2023 Q1	$1.44K	Hold	90	–	–	﹤0.01%	1428
2022 Q4	$1.51K	Hold	90	–	–	﹤0.01%	1076
2022 Q3	$1K	Hold	90	–	–	﹤0.01%	1068
2022 Q2	$1K	Hold	90	–	–	﹤0.01%	983
2022 Q1	$1K	Hold	90	–	–	﹤0.01%	1019
2021 Q4	$1K	Hold	90	–	–	﹤0.01%	1009
2021 Q3	$1K	Buy	+90	New	+$1.09K	﹤0.01%	979
2017 Q3	–	Sell	-410	Closed	-$5K	–	498
2017 Q2	$5K	Hold	410	–	–	﹤0.01%	363
2017 Q1	$6K	Hold	410	–	–	﹤0.01%	398
2016 Q4	$6K	Hold	410	–	–	﹤0.01%	372
2016 Q3	$7K	Hold	410	–	–	﹤0.01%	361
2016 Q2	$5K	Hold	410	–	–	﹤0.01%	376
2016 Q1	$4K	Hold	410	–	–	﹤0.01%	402
2015 Q4	$3K	Hold	410	–	–	﹤0.01%	389
2015 Q3	$3K	Buy	410 +288	+236%	+$3.58K	﹤0.01%	352
2015 Q2	$2K	Hold	122	–	–	﹤0.01%	349
2015 Q1	$3K	Hold	122	–	–	﹤0.01%	305
2014 Q4	$3K	Hold	122	–	–	﹤0.01%	284
2014 Q3	$4K	Buy	122 +1	+0.8%	+$34	﹤0.01%	273
2014 Q2	$5K	Hold	121	–	–	﹤0.01%	267
2014 Q1	$4K	Buy	+121	New	+$3.9K	﹤0.01%	279

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Avior Wealth Management's CNX Position: Q1 2025 in Review

Avior Wealth Management sold out of CNX Resources (CNX) in Q1 2025, closing a stake of 90 shares — an estimated $3.3K sold.

Avior Wealth Management first reported a position in CNX in Q1 2014 and held it in 28 quarters. The position peaked at $7K in Q3 2016. 366 funds tracked by Wall St. Rank hold CNX as of Q1 2025.

Avior Wealth Management reported no remaining CNX Resources position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 90 CNX Resources shares in Q1 2025, an estimated $3.3K.
Avior Wealth Management first reported a position in CNX Resources in Q1 2014 and held it in 28 quarters.
Avior Wealth Management's CNX Resources position peaked at $7K in Q3 2016.
366 funds tracked by Wall St. Rank held CNX Resources as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.