HWMA
CNX icon

Heritage Wealth Management (Arizona)’s CNX Resources CNX Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		$226K Sell
9,299
-1,163
-11% -$28.4K 0.13% 155
2024
Q1 		$248K Sell
10,462
-255
-2% -$5.29K 0.13% 145
2023
Q4 		$214K Buy
+10,717
New +$229K 0.12% 158
2022
Q4 		$616K Buy
36,590
+20,257
+124% +$350K 0.09% 166
2022
Q3 		$254K Buy
16,333
+345
+2% +$5.84K 0.08% 181
2022
Q2 		$263K Sell
15,988
-7,748
-33% -$159K 0.09% 179
2022
Q1 		$492K Buy
+23,736
New +$395K 0.13% 117
2021
Q3 		$165K Buy
13,038
+4,267
+49% +$51.6K 0.06% 248
2021
Q2 		$120K Buy
8,771
+4,227
+93% +$59.1K 0.05% 310
2021
Q1 		$67K Buy
+4,544
New +$61.1K 0.04% 317

Other funds holding CNX

BlackRock
BlackRock New York $5.7T 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $127B AUM 43.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $3.6B AUM 25.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return