Sutton Wealth Advisors’s CNX Resources CNX Stock Holding History

Sutton 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
2023 Q1	–	Sell	-8	Closed	-$135	–	967
2022 Q4	$135	Buy	+8	New	+$138	﹤0.01%	1624
2022 Q3	–	Sell	-19	Closed	-$313	–	1651
2022 Q2	$313	Buy	19 +6	+46%	+$123	﹤0.01%	1535
2022 Q1	$269	Buy	+13	New	+$216	﹤0.01%	1553
2021 Q3	–	Sell	-51	Closed	-$697	–	1319
2021 Q2	$697	Hold	51	–	–	﹤0.01%	1252
2021 Q1	$750	Hold	51	–	–	﹤0.01%	1218
2020 Q4	$551	Hold	51	–	–	﹤0.01%	1207
2020 Q3	$481	Hold	51	–	–	﹤0.01%	1185
2020 Q2	$441	Hold	51	–	–	﹤0.01%	1172
2020 Q1	$271	Hold	51	–	–	﹤0.01%	1170
2019 Q4	$451	Hold	51	–	–	﹤0.01%	1152
2019 Q3	$370	Sell	51 -111	-69%	-$831	﹤0.01%	1162
2019 Q2	$1.18K	Buy	162 +74	+84%	+$650	﹤0.01%	1093
2019 Q1	$948	Hold	88	–	–	﹤0.01%	1114
2018 Q4	$1K	Sell	88 -240	-73%	-$3.31K	﹤0.01%	1038
2018 Q3	$4.69K	Buy	328 +240	+273%	+$3.81K	﹤0.01%	901
2018 Q2	$1.56K	Hold	88	–	–	﹤0.01%	1031
2018 Q1	$1.36K	Hold	88	–	–	﹤0.01%	1029
2017 Q4	$1.29K	Sell	88 -18	-17%	-$249	﹤0.01%	992
2017 Q3	$1.49K	Hold	106	–	–	﹤0.01%	975
2017 Q2	$1.31K	Hold	106	–	–	﹤0.01%	979
2017 Q1	$1.48K	Hold	106	–	–	﹤0.01%	954
2016 Q4	$1.6K	Hold	106	–	–	﹤0.01%	942
2016 Q3	$1.69K	Hold	106	–	–	﹤0.01%	931
2016 Q2	$1.42K	Hold	106	–	–	﹤0.01%	906
2016 Q1	$994	Buy	+106	New	+$771	﹤0.01%	919

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sutton Wealth Advisors's CNX Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of CNX Resources (CNX) in Q1 2023, closing a stake of 8 shares — an estimated $135 sold.

Sutton Wealth Advisors first reported a position in CNX in Q1 2016 and held it in 25 quarters. The position peaked at $4.69K in Q3 2018. 297 funds tracked by Wall St. Rank hold CNX as of Q1 2023.

Sutton Wealth Advisors reported no remaining CNX Resources position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 8 CNX Resources shares in Q1 2023, an estimated $135.
Sutton Wealth Advisors first reported a position in CNX Resources in Q1 2016 and held it in 25 quarters.
Sutton Wealth Advisors's CNX Resources position peaked at $4.69K in Q3 2018.
297 funds tracked by Wall St. Rank held CNX Resources as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.