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Carolinas Wealth Consulting’s CNX Resources CNX Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-30
Closed -$608 – 1057
2023
Q4 		$608 Hold
30
– – ﹤0.01% 893
2023
Q3 		$660 Sell
30
-9
-23% -$187 ﹤0.01% 893
2023
Q2 		$689 Sell
39
-1
-3% -$16 ﹤0.01% 952
2023
Q1 		$641 Hold
40
– – ﹤0.01% 960
2022
Q4 		$674 Buy
+40
New +$690 ﹤0.01% 959

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's CNX Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of CNX Resources (CNX) in Q1 2024, closing a stake of 30 shares — an estimated $608 sold.

Carolinas Wealth Consulting first reported a position in CNX in Q4 2022 and held it in 5 quarters. The position peaked at $689 in Q2 2023. 327 funds tracked by Wall St. Rank hold CNX as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining CNX Resources position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 30 CNX Resources shares in Q1 2024, an estimated $608.
  • Carolinas Wealth Consulting first reported a position in CNX Resources in Q4 2022 and held it in 5 quarters.
  • Carolinas Wealth Consulting's CNX Resources position peaked at $689 in Q2 2023.
  • 327 funds tracked by Wall St. Rank held CNX Resources as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.