LGT Financial Advisors’s CNX Resources CNX Stock Holding History

LGT Financial Advisors’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
2025 Q1	–	Sell	-544	Closed	-$19.9K	–	385
2024 Q4	$19.9K	Hold	544	–	–	0.04%	309
2024 Q3	$17.7K	Hold	544	–	–	0.04%	305
2024 Q2	$13.2K	Hold	544	–	–	0.03%	403
2024 Q1	$12.9K	Hold	544	–	–	0.02%	452
2023 Q4	$10.9K	Hold	544	–	–	0.01%	468
2023 Q3	$12.3K	Buy	+544	New	+$11.3K	0.02%	443

Other funds holding CNX

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

LGT Financial Advisors's CNX Position: Q1 2025 in Review

LGT Financial Advisors sold out of CNX Resources (CNX) in Q1 2025, closing a stake of 544 shares — an estimated $19.9K sold.

LGT Financial Advisors first reported a position in CNX in Q3 2023 and held it in 6 quarters. The position peaked at $19.9K in Q4 2024. 366 funds tracked by Wall St. Rank hold CNX as of Q1 2025.

LGT Financial Advisors reported no remaining CNX Resources position as of Q1 2025 after selling out during the quarter.
LGT Financial Advisors sold 544 CNX Resources shares in Q1 2025, an estimated $19.9K.
LGT Financial Advisors first reported a position in CNX Resources in Q3 2023 and held it in 6 quarters.
LGT Financial Advisors's CNX Resources position peaked at $19.9K in Q4 2024.
366 funds tracked by Wall St. Rank held CNX Resources as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.