Sowell Financial Services’s CNX Resources CNX Stock Holding History

Sowell Financial Services’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
2023 Q3	–	Sell	-72,302	Closed	-$1.28M	–	515
2023 Q2	$1.28M	Sell	72,302 -7,447	-9%	-$120K	0.07%	308
2023 Q1	$1.28M	Hold	79,749	–	–	0.1%	251
2022 Q4	$1.34M	Sell	79,749 -237	-0.3%	-$4.09K	0.09%	261
2022 Q3	$1.24M	Sell	79,986 -61	-0.1%	-$1.03K	0.13%	209
2022 Q2	$1.32M	Buy	+80,047	New	+$1.64M	0.12%	144
2022 Q1	–	Sell	-67,682	Closed	-$931K	–	217
2021 Q4	$931K	Sell	67,682 -12,024	-15%	-$169K	0.05%	343
2021 Q3	$1.01M	Buy	79,706 +330	+0.4%	+$3.99K	0.07%	296
2021 Q2	$1.08M	Sell	79,376 -322	-0.4%	-$4.5K	0.07%	290
2021 Q1	$1.09M	Buy	+79,698	New	+$1.07M	0.04%	389
2017 Q1	–	Sell	-3,402	Closed	-$49K	–	310
2016 Q4	$49K	Buy	+3,402	New	+$53.7K	0.02%	341

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Sowell Financial Services's CNX Position: Q3 2023 in Review

Sowell Financial Services sold out of CNX Resources (CNX) in Q3 2023, closing a stake of 72,302 shares — an estimated $1.28M sold.

Sowell Financial Services first reported a position in CNX in Q4 2016 and held it in 10 quarters. The position peaked at $1.34M in Q4 2022. 322 funds tracked by Wall St. Rank hold CNX as of Q3 2023.

Sowell Financial Services reported no remaining CNX Resources position as of Q3 2023 after selling out during the quarter.
Sowell Financial Services sold 72,302 CNX Resources shares in Q3 2023, an estimated $1.28M.
Sowell Financial Services first reported a position in CNX Resources in Q4 2016 and held it in 10 quarters.
Sowell Financial Services's CNX Resources position peaked at $1.34M in Q4 2022.
322 funds tracked by Wall St. Rank held CNX Resources as of Q3 2023.

Based on Sowell Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.