Next Financial Group’s CNX Resources CNX Stock Holding History

Next Financial Group’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
2021 Q4	$24K	Hold	1,779	–	–	﹤0.01%	1800
2021 Q3	$22K	Hold	1,779	–	–	﹤0.01%	1755
2021 Q2	$24K	Hold	1,779	–	–	﹤0.01%	1675
2021 Q1	$26K	Hold	1,779	–	–	﹤0.01%	1543
2020 Q4	$19K	Hold	1,779	–	–	﹤0.01%	1547
2020 Q3	$17K	Buy	+1,779	New	+$18.1K	﹤0.01%	1465
2020 Q2	–	Sell	-1,779	Closed	-$9K	–	837
2020 Q1	$9K	Buy	1,779 +360	+25%	+$2.39K	﹤0.01%	1546
2019 Q4	$13K	Buy	+1,419	New	+$11.1K	﹤0.01%	1667
2018 Q4	–	Sell	-5,000	Closed	-$72K	–	1972
2018 Q3	$72K	Buy	+5,000	New	+$79.3K	0.03%	452
2017 Q4	–	Sell	-6,120	Closed	-$81K	–	464
2017 Q3	$81K	Hold	6,120	–	–	0.02%	558
2017 Q2	$76K	Hold	6,120	–	–	0.02%	627
2017 Q1	$77K	Hold	6,120	–	–	0.02%	580
2016 Q4	$93K	Hold	6,120	–	–	0.02%	712
2016 Q3	$98K	Hold	6,120	–	–	0.02%	676
2016 Q2	$82K	Hold	6,120	–	–	0.03%	511
2016 Q1	$57K	Buy	6,120 +6,000	+5,000%	+$43.6K	0.02%	585
2015 Q4	$0	Hold	120	–	–	﹤0.01%	1793
2015 Q3	$0	Hold	120	–	–	﹤0.01%	1832
2015 Q2	$2K	Hold	120	–	–	﹤0.01%	1653
2015 Q1	$2K	Hold	120	–	–	﹤0.01%	1664
2014 Q4	$3K	Hold	120	–	–	﹤0.01%	1627
2014 Q3	$4K	Hold	120	–	–	﹤0.01%	2117
2014 Q2	$4K	Buy	+120	New	+$4.4K	﹤0.01%	967

Other funds holding CNX

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's CNX Position: Q4 2021 in Review

Next Financial Group held its CNX Resources (CNX) position steady in Q4 2021 at 1,779 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Next Financial Group first reported a position in CNX in Q2 2014 and has held it in 23 quarters since. The position peaked at $98K in Q3 2016. 284 funds tracked by Wall St. Rank hold CNX as of Q4 2021.

Next Financial Group held 1,779 shares of CNX Resources worth $24K as of Q4 2021.
Next Financial Group left its CNX Resources share count unchanged in Q4 2021.
CNX Resources made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1800 holding.
Next Financial Group first reported a position in CNX Resources in Q2 2014 and has held it in 23 quarters since.
Next Financial Group's CNX Resources position peaked at $98K in Q3 2016.
284 funds tracked by Wall St. Rank held CNX Resources as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.