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GoalVest Advisory’s CNX Resources CNX Stock Holding History

GoalVest Advisory’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
-132
Closed -$2.64K – 421
2023
Q4 		$2.64K Sell
132
-341
-72% -$7.27K ﹤0.01% 319
2023
Q3 		$10.7K Buy
473
+147
+45% +$3.05K 0.01% 274
2023
Q2 		$5.78K Buy
+326
New +$5.26K ﹤0.01% 287

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

GoalVest Advisory's CNX Position: Q1 2024 in Review

GoalVest Advisory sold out of CNX Resources (CNX) in Q1 2024, closing a stake of 132 shares — an estimated $2.64K sold.

GoalVest Advisory first reported a position in CNX in Q2 2023 and held it in 3 quarters. The position peaked at $10.7K in Q3 2023. 327 funds tracked by Wall St. Rank hold CNX as of Q1 2024.

  • GoalVest Advisory reported no remaining CNX Resources position as of Q1 2024 after selling out during the quarter.
  • GoalVest Advisory sold 132 CNX Resources shares in Q1 2024, an estimated $2.64K.
  • GoalVest Advisory first reported a position in CNX Resources in Q2 2023 and held it in 3 quarters.
  • GoalVest Advisory's CNX Resources position peaked at $10.7K in Q3 2023.
  • 327 funds tracked by Wall St. Rank held CNX Resources as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.