PWM
CNR

Perigon Wealth Management’s Core Natural Resources Inc CNR Stock Holding History

Perigon Wealth Management’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
-2,909
Closed -$278K – 1110
2024
Q4 		$278K Buy
+2,909
New +$335K 0.01% 847

Other funds holding CNR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Perigon Wealth Management's CNR Position: Q1 2025 in Review

Perigon Wealth Management sold out of Core Natural Resources Inc (CNR) in Q1 2025, closing a stake of 2,909 shares — an estimated $278K sold.

Perigon Wealth Management first reported a position in CNR in Q4 2024 and held it in 1 quarter. The position peaked at $278K in Q4 2024. 315 funds tracked by Wall St. Rank hold CNR as of Q1 2025.

  • Perigon Wealth Management reported no remaining Core Natural Resources Inc position as of Q1 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 2,909 Core Natural Resources Inc shares in Q1 2025, an estimated $278K.
  • Perigon Wealth Management first reported a position in Core Natural Resources Inc in Q4 2024 and held it in 1 quarter.
  • Perigon Wealth Management's Core Natural Resources Inc position peaked at $278K in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Core Natural Resources Inc as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.