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Disciplined Investments’s CNX Resources CNX Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-37
Closed -$656 – 396
2023
Q2 		$656 Sell
37
-9
-20% -$145 ﹤0.01% 1129
2023
Q1 		$737 Buy
46
+1
+2% +$16 ﹤0.01% 1098
2022
Q4 		$758 Buy
45
+2
+5% +$35 ﹤0.01% 1017
2022
Q3 		$1K Sell
43
-23
-35% -$390 ﹤0.01% 839
2022
Q2 		$1K Buy
66
+12
+22% +$246 ﹤0.01% 849
2022
Q1 		$1K Buy
+54
New +$899 ﹤0.01% 906

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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's CNX Position: Q3 2023 in Review

Disciplined Investments sold out of CNX Resources (CNX) in Q3 2023, closing a stake of 37 shares — an estimated $656 sold.

Disciplined Investments first reported a position in CNX in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 322 funds tracked by Wall St. Rank hold CNX as of Q3 2023.

  • Disciplined Investments reported no remaining CNX Resources position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 37 CNX Resources shares in Q3 2023, an estimated $656.
  • Disciplined Investments first reported a position in CNX Resources in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's CNX Resources position peaked at $1K in Q3 2022.
  • 322 funds tracked by Wall St. Rank held CNX Resources as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.