SWM
CNR

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

Spire 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
-195
Closed -$20.8K – 2591
2024
Q4 		$20.8K Buy
195
+75
+63% +$8.63K ﹤0.01% 1611
2024
Q3 		$12.6K Sell
120
-150
-56% -$14.6K ﹤0.01% 1580
2024
Q2 		$27.5K Hold
270
– – ﹤0.01% 1323
2024
Q1 		$22.6K Buy
270
+114
+73% +$10.2K ﹤0.01% 1477
2023
Q4 		$15.7K Sell
156
-4
-3% -$407 ﹤0.01% 1610
2023
Q3 		$16.8K Buy
160
+4
+3% +$327 ﹤0.01% 1564
2023
Q2 		$10.6K Hold
156
– – ﹤0.01% 1795
2023
Q1 		$9.09K Sell
156
-5
-3% -$285 ﹤0.01% 1884
2022
Q4 		$10K Buy
+161
New +$10.9K ﹤0.01% 1632

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

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

Spire Wealth Management sold out of Core Natural Resources Inc (CNR) in Q1 2025, closing a stake of 195 shares — an estimated $20.8K sold.

Spire Wealth Management first reported a position in CNR in Q4 2022 and held it in 9 quarters. The position peaked at $27.5K in Q2 2024. 315 funds tracked by Wall St. Rank hold CNR as of Q1 2025.

  • Spire Wealth Management reported no remaining Core Natural Resources Inc position as of Q1 2025 after selling out during the quarter.
  • Spire Wealth Management sold 195 Core Natural Resources Inc shares in Q1 2025, an estimated $20.8K.
  • Spire Wealth Management first reported a position in Core Natural Resources Inc in Q4 2022 and held it in 9 quarters.
  • Spire Wealth Management's Core Natural Resources Inc position peaked at $27.5K in Q2 2024.
  • 315 funds tracked by Wall St. Rank held Core Natural Resources Inc as of Q1 2025.

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