Berman Capital Advisors’s CNX Resources CNX Stock Holding History

Berman Capital Advisors’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 Q3	$14K	Sell	1,159 -24	-2%	-$290	﹤0.01%	1082
2021 Q2	$16K	Buy	1,183 +82	+7%	+$1.15K	﹤0.01%	983
2021 Q1	$16K	Hold	1,101	–	–	﹤0.01%	861
2020 Q4	$11K	Hold	1,101	–	–	﹤0.01%	872
2020 Q3	$10K	Hold	1,101	–	–	﹤0.01%	787
2020 Q2	$9K	Hold	1,101	–	–	﹤0.01%	788
2020 Q1	$5K	Buy	1,101 +960	+681%	+$6.38K	﹤0.01%	875
2019 Q4	$1K	Sell	141 -154	-52%	-$1.2K	﹤0.01%	1305
2019 Q3	$2K	Sell	295 -232	-44%	-$1.74K	﹤0.01%	1161
2019 Q2	$3K	Buy	+527	New	+$4.63K	﹤0.01%	1075
2019 Q1	–	Sell	-14	Closed	–	–	1360
2018 Q4	$0	Buy	+14	New	+$193	﹤0.01%	1146

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

Berman Capital Advisors's CNX Position: Q3 2021 in Review

Berman Capital Advisors reduced its CNX Resources (CNX) stake by 2% in Q3 2021, selling an estimated $290 and leaving 1,159 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Berman Capital Advisors first reported a position in CNX in Q4 2018 and has held it in 11 quarters since. The position peaked at $16K in Q2 2021. 281 funds tracked by Wall St. Rank hold CNX as of Q3 2021.

Berman Capital Advisors held 1,159 shares of CNX Resources worth $14K as of Q3 2021.
Berman Capital Advisors sold 24 CNX Resources shares in Q3 2021, an estimated $290.
CNX Resources made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1082 holding.
Berman Capital Advisors first reported a position in CNX Resources in Q4 2018 and has held it in 11 quarters since.
Berman Capital Advisors's CNX Resources position peaked at $16K in Q2 2021.
281 funds tracked by Wall St. Rank held CNX Resources as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.