TCI Wealth Advisors’s CNX Resources CNX Stock Holding History

TCI 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 Q2	–	Sell	-485	Closed	-$7.77K	–	622
2023 Q1	$7.77K	Hold	485	–	–	﹤0.01%	1238
2022 Q4	$8.17K	Hold	485	–	–	﹤0.01%	1218
2022 Q3	$8K	Hold	485	–	–	﹤0.01%	1133
2022 Q2	$8K	Hold	485	–	–	﹤0.01%	1136
2022 Q1	$10K	Hold	485	–	–	﹤0.01%	1081
2021 Q4	$7K	Hold	485	–	–	﹤0.01%	1408
2021 Q3	$6K	Hold	485	–	–	﹤0.01%	1435
2021 Q2	$7K	Hold	485	–	–	﹤0.01%	1189
2021 Q1	$7K	Hold	485	–	–	﹤0.01%	1039
2020 Q4	$5K	Hold	485	–	–	﹤0.01%	855
2020 Q3	$5K	Hold	485	–	–	﹤0.01%	754
2020 Q2	$4K	Hold	485	–	–	﹤0.01%	788
2020 Q1	$3K	Sell	485 -193	-28%	-$1.28K	﹤0.01%	844
2019 Q4	$6K	Buy	678 +226	+50%	+$1.76K	﹤0.01%	802
2019 Q3	$3K	Hold	452	–	–	﹤0.01%	933
2019 Q2	$3K	Hold	452	–	–	﹤0.01%	877
2019 Q1	$5K	Hold	452	–	–	﹤0.01%	775
2018 Q4	$5K	Hold	452	–	–	﹤0.01%	756
2018 Q3	$6K	Hold	452	–	–	﹤0.01%	736
2018 Q2	$8K	Sell	452 -37	-8%	-$593	﹤0.01%	672
2018 Q1	$8K	Buy	489 +37	+8%	+$553	﹤0.01%	654
2017 Q4	$7K	Sell	452 -90	-17%	-$1.24K	﹤0.01%	699
2017 Q3	$8K	Sell	542 -74	-12%	-$950	﹤0.01%	636
2017 Q2	$8K	Buy	616 +74	+14%	+$955	﹤0.01%	632
2017 Q1	$8K	Hold	542	–	–	﹤0.01%	614
2016 Q4	$8K	Hold	542	–	–	﹤0.01%	667
2016 Q3	$9K	Hold	542	–	–	﹤0.01%	598
2016 Q2	$7K	Hold	542	–	–	﹤0.01%	641
2016 Q1	$5K	Buy	542 +433	+397%	+$3.15K	﹤0.01%	704
2015 Q4	$1K	Buy	+109	New	+$770	﹤0.01%	928

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

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

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

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

TCI Wealth Advisors's CNX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of CNX Resources (CNX) in Q2 2023, closing a stake of 485 shares — an estimated $7.77K sold.

TCI Wealth Advisors first reported a position in CNX in Q4 2015 and held it in 30 quarters. The position peaked at $10K in Q1 2022. 291 funds tracked by Wall St. Rank hold CNX as of Q2 2023.

TCI Wealth Advisors reported no remaining CNX Resources position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 485 CNX Resources shares in Q2 2023, an estimated $7.77K.
TCI Wealth Advisors first reported a position in CNX Resources in Q4 2015 and held it in 30 quarters.
TCI Wealth Advisors's CNX Resources position peaked at $10K in Q1 2022.
291 funds tracked by Wall St. Rank held CNX Resources as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.