Baystate Wealth Management’s CNX Resources CNX Stock Holding History

Baystate 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
2021 Q4	–	Sell	-60	Closed	-$1K	–	889
2021 Q3	$1K	Hold	60	–	–	﹤0.01%	739
2021 Q2	$1K	Hold	60	–	–	﹤0.01%	710
2021 Q1	$1K	Hold	60	–	–	﹤0.01%	642
2020 Q4	$1K	Hold	60	–	–	﹤0.01%	607
2020 Q3	$1K	Hold	60	–	–	﹤0.01%	572
2020 Q2	$1K	Hold	60	–	–	﹤0.01%	588
2020 Q1	$0	Hold	60	–	–	﹤0.01%	618
2019 Q4	$1K	Hold	60	–	–	﹤0.01%	562
2019 Q3	$0	Hold	60	–	–	﹤0.01%	587
2019 Q2	$1K	Hold	60	–	–	﹤0.01%	551
2019 Q1	$1K	Hold	60	–	–	﹤0.01%	559
2018 Q4	$1K	Hold	60	–	–	﹤0.01%	565
2018 Q3	$1K	Hold	60	–	–	﹤0.01%	579
2018 Q2	$1K	Hold	60	–	–	﹤0.01%	597
2018 Q1	$1K	Hold	60	–	–	﹤0.01%	557
2017 Q4	$1K	Sell	60 -12	-17%	-$166	﹤0.01%	560
2017 Q3	$1K	Hold	72	–	–	﹤0.01%	545
2017 Q2	$1K	Hold	72	–	–	﹤0.01%	562
2017 Q1	$1K	Buy	+72	New	+$1.01K	﹤0.01%	526

Other funds holding CNX

SAM

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baystate Wealth Management's CNX Position: Q4 2021 in Review

Baystate Wealth Management sold out of CNX Resources (CNX) in Q4 2021, closing a stake of 60 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in CNX in Q1 2017 and held it in 19 quarters. The position peaked at $1K in Q3 2021. 284 funds tracked by Wall St. Rank hold CNX as of Q4 2021.

Baystate Wealth Management reported no remaining CNX Resources position as of Q4 2021 after selling out during the quarter.
Baystate Wealth Management sold 60 CNX Resources shares in Q4 2021, an estimated $1K.
Baystate Wealth Management first reported a position in CNX Resources in Q1 2017 and held it in 19 quarters.
Baystate Wealth Management's CNX Resources position peaked at $1K in Q3 2021.
284 funds tracked by Wall St. Rank held CNX Resources as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.