HGWM
CNX icon

Harvest Group Wealth Management’s CNX Resources CNX Stock Holding History

Harvest Group Wealth Management’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
2020
Q1 		– Sell
-368
Closed -$3K – 580
2019
Q4 		$3K Buy
368
+107
+41% +$835 ﹤0.01% 486
2019
Q3 		$2K Buy
261
+20
+8% +$150 ﹤0.01% 665
2019
Q2 		$1K Buy
+241
New +$2.12K ﹤0.01% 684

Other funds holding CNX

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's CNX Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of CNX Resources (CNX) in Q1 2020, closing a stake of 368 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in CNX in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 222 funds tracked by Wall St. Rank hold CNX as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining CNX Resources position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 368 CNX Resources shares in Q1 2020, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in CNX Resources in Q2 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's CNX Resources position peaked at $3K in Q4 2019.
  • 222 funds tracked by Wall St. Rank held CNX Resources as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.