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Pacific Capital Wealth Advisors’s CNX Resources CNX Stock Holding History

Pacific Capital Wealth 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
2024
Q2 		– Sell
-23
Closed -$546 – 576
2024
Q1 		$546 Buy
+23
New +$477 ﹤0.01% 489

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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 $166B 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 $3.66B AUM 25.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pacific Capital Wealth Advisors's CNX Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of CNX Resources (CNX) in Q2 2024, closing a stake of 23 shares — an estimated $546 sold.

Pacific Capital Wealth Advisors first reported a position in CNX in Q1 2024 and held it in 1 quarter. The position peaked at $546 in Q1 2024. 326 funds tracked by Wall St. Rank hold CNX as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining CNX Resources position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 23 CNX Resources shares in Q2 2024, an estimated $546.
  • Pacific Capital Wealth Advisors first reported a position in CNX Resources in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's CNX Resources position peaked at $546 in Q1 2024.
  • 326 funds tracked by Wall St. Rank held CNX Resources as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.