CM Wealth Advisors’s CNX Resources CNX Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-25,914	Closed	-$391K	–	222
2023 Q1	$391K	Buy	+25,914	New	+$412K	0.08%	287

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

SAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CM Wealth Advisors's CNX Position: Q2 2023 in Review

CM Wealth Advisors sold out of CNX Resources (CNX) in Q2 2023, closing a stake of 25,914 shares — an estimated $391K sold.

CM Wealth Advisors first reported a position in CNX in Q1 2023 and held it in 1 quarter. The position peaked at $391K in Q1 2023. 291 funds tracked by Wall St. Rank hold CNX as of Q2 2023.

CM Wealth Advisors reported no remaining CNX Resources position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 25,914 CNX Resources shares in Q2 2023, an estimated $391K.
CM Wealth Advisors first reported a position in CNX Resources in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's CNX Resources position peaked at $391K in Q1 2023.
291 funds tracked by Wall St. Rank held CNX Resources as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.