TFO Wealth Partners’s CNX Resources CNX Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-13	Closed	-$308	–	205
2024 Q1	$308	Hold	13	–	–	﹤0.01%	392
2023 Q4	$260	Hold	13	–	–	﹤0.01%	565
2023 Q3	$230	Hold	13	–	–	﹤0.01%	753
2023 Q2	$230	Hold	13	–	–	﹤0.01%	468
2023 Q1	$208	Sell	13 -14	-52%	-$222	﹤0.01%	466
2022 Q4	$617	Buy	+27	New	+$466	﹤0.01%	450

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SAM

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

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

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

MMA

Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TFO Wealth Partners's CNX Position: Q2 2024 in Review

TFO Wealth Partners sold out of CNX Resources (CNX) in Q2 2024, closing a stake of 13 shares — an estimated $308 sold.

TFO Wealth Partners first reported a position in CNX in Q4 2022 and held it in 6 quarters. The position peaked at $617 in Q4 2022. 326 funds tracked by Wall St. Rank hold CNX as of Q2 2024.

TFO Wealth Partners reported no remaining CNX Resources position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 13 CNX Resources shares in Q2 2024, an estimated $308.
TFO Wealth Partners first reported a position in CNX Resources in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's CNX Resources position peaked at $617 in Q4 2022.
326 funds tracked by Wall St. Rank held CNX Resources as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.