HFO
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Heritage Family Offices’s CNX Resources CNX Stock Holding History

Heritage Family Offices’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
Q3 		– Sell
-9,299
Closed -$226K – 182
2024
Q2 		$226K Buy
+9,299
New +$227K 0.13% 155

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Heritage Family Offices's CNX Position: Q3 2024 in Review

Heritage Family Offices sold out of CNX Resources (CNX) in Q3 2024, closing a stake of 9,299 shares — an estimated $226K sold.

Heritage Family Offices first reported a position in CNX in Q2 2024 and held it in 1 quarter. The position peaked at $226K in Q2 2024. 342 funds tracked by Wall St. Rank hold CNX as of Q3 2024.

  • Heritage Family Offices reported no remaining CNX Resources position as of Q3 2024 after selling out during the quarter.
  • Heritage Family Offices sold 9,299 CNX Resources shares in Q3 2024, an estimated $226K.
  • Heritage Family Offices first reported a position in CNX Resources in Q2 2024 and held it in 1 quarter.
  • Heritage Family Offices's CNX Resources position peaked at $226K in Q2 2024.
  • 342 funds tracked by Wall St. Rank held CNX Resources as of Q3 2024.

Based on Heritage Family Offices's 13F filing for Q3 2024, filed 16 Oct 2024.