Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s CNX Resources CNX Stock Holding History

Envestnet Portfolio Solutions’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
Q4 		– Sell
-12,875
Closed -$419K – 1734
2024
Q3 		$419K Sell
12,875
-2,983
-19% -$80.3K ﹤0.01% 1288
2024
Q2 		$385K Buy
15,858
+158
+1% +$3.86K ﹤0.01% 1243
2024
Q1 		$372K Sell
15,700
-9,042
-37% -$188K ﹤0.01% 1248
2023
Q4 		$495K Sell
24,742
-1,866
-7% -$39.8K ﹤0.01% 1059
2023
Q3 		$601K Buy
+26,608
New +$551K ﹤0.01% 910

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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
MCS
Mercuria Capital Strategies Houston, Texas $262M AUM 90.53% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Envestnet Portfolio Solutions's CNX Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of CNX Resources (CNX) in Q4 2024, closing a stake of 12,875 shares — an estimated $419K sold.

Envestnet Portfolio Solutions first reported a position in CNX in Q3 2023 and held it in 5 quarters. The position peaked at $601K in Q3 2023. 376 funds tracked by Wall St. Rank hold CNX as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining CNX Resources position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 12,875 CNX Resources shares in Q4 2024, an estimated $419K.
  • Envestnet Portfolio Solutions first reported a position in CNX Resources in Q3 2023 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's CNX Resources position peaked at $601K in Q3 2023.
  • 376 funds tracked by Wall St. Rank held CNX Resources as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.