JFS Wealth Advisors’s Core Natural Resources Inc CNR Stock Holding History

JFS Wealth Advisors’s Portfolio CNR Stock Details CNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-25	Closed	-$2.67K	–	2004
2024 Q4	$2.67K	Buy	25 +3	+14%	+$345	﹤0.01%	1360
2024 Q3	$2.3K	Buy	22 +1	+5%	+$97	﹤0.01%	1424
2024 Q2	$2.14K	Buy	21 +4	+24%	+$364	﹤0.01%	1402
2024 Q1	$1.42K	Sell	17 -3	-15%	-$268	﹤0.01%	1559
2023 Q4	$2.01K	Buy	20 +1	+5%	+$102	﹤0.01%	1433
2023 Q3	$1.99K	Buy	19 +10	+111%	+$817	﹤0.01%	1360
2023 Q2	$611	Buy	9 +3	+50%	+$183	﹤0.01%	1724
2023 Q1	$350	Buy	6 +1	+20%	+$57	﹤0.01%	1764
2022 Q4	$325	Buy	5 +1	+25%	+$67	﹤0.01%	1795
2022 Q3	$0	Buy	+4	New	+$253	﹤0.01%	1958

Other funds holding CNR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JFS Wealth Advisors's CNR Position: Q1 2025 in Review

JFS Wealth Advisors sold out of Core Natural Resources Inc (CNR) in Q1 2025, closing a stake of 25 shares — an estimated $2.67K sold.

JFS Wealth Advisors first reported a position in CNR in Q3 2022 and held it in 10 quarters. The position peaked at $2.67K in Q4 2024. 315 funds tracked by Wall St. Rank hold CNR as of Q1 2025.

JFS Wealth Advisors reported no remaining Core Natural Resources Inc position as of Q1 2025 after selling out during the quarter.
JFS Wealth Advisors sold 25 Core Natural Resources Inc shares in Q1 2025, an estimated $2.67K.
JFS Wealth Advisors first reported a position in Core Natural Resources Inc in Q3 2022 and held it in 10 quarters.
JFS Wealth Advisors's Core Natural Resources Inc position peaked at $2.67K in Q4 2024.
315 funds tracked by Wall St. Rank held Core Natural Resources Inc as of Q1 2025.

Based on JFS Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.