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Sierra Summit Advisors’s CNX Resources CNX Stock Holding History

Sierra Summit 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
Q3 		– Sell
-28,657
Closed -$696K – 141
2024
Q2 		$696K Buy
28,657
+2,042
+8% +$49.8K 0.17% 71
2024
Q1 		$631K Buy
+26,615
New +$553K 0.17% 65

Other funds holding CNX

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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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

Sierra Summit Advisors's CNX Position: Q3 2024 in Review

Sierra Summit Advisors sold out of CNX Resources (CNX) in Q3 2024, closing a stake of 28,657 shares — an estimated $696K sold.

Sierra Summit Advisors first reported a position in CNX in Q1 2024 and held it in 2 quarters. The position peaked at $696K in Q2 2024. 342 funds tracked by Wall St. Rank hold CNX as of Q3 2024.

  • Sierra Summit Advisors reported no remaining CNX Resources position as of Q3 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 28,657 CNX Resources shares in Q3 2024, an estimated $696K.
  • Sierra Summit Advisors first reported a position in CNX Resources in Q1 2024 and held it in 2 quarters.
  • Sierra Summit Advisors's CNX Resources position peaked at $696K in Q2 2024.
  • 342 funds tracked by Wall St. Rank held CNX Resources as of Q3 2024.

Based on Sierra Summit Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.