TrueWealth LLC’s CNX Resources CNX Stock Holding History

TrueWealth LLC’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
2020 Q1	–	Sell	-23	Closed	–	–	730
2019 Q4	$0	Sell	23 -23	-50%	-$179	﹤0.01%	732
2019 Q3	$0	Sell	46 -23	-33%	-$172	﹤0.01%	697
2019 Q2	$1K	Hold	69	–	–	﹤0.01%	682
2019 Q1	$1K	Hold	69	–	–	﹤0.01%	685
2018 Q4	$1K	Hold	69	–	–	﹤0.01%	688
2018 Q3	$1K	Hold	69	–	–	﹤0.01%	760
2018 Q2	$1K	Hold	69	–	–	﹤0.01%	769
2018 Q1	$1K	Hold	69	–	–	﹤0.01%	736
2017 Q4	$1K	Buy	+69	New	+$953	﹤0.01%	843

Other funds holding CNX

SAM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

TrueWealth LLC's CNX Position: Q1 2020 in Review

TrueWealth LLC sold out of CNX Resources (CNX) in Q1 2020, closing a stake of 23 shares.

TrueWealth LLC first reported a position in CNX in Q4 2017 and held it in 9 quarters. The position peaked at $1K in Q2 2019. 222 funds tracked by Wall St. Rank hold CNX as of Q1 2020.

TrueWealth LLC reported no remaining CNX Resources position as of Q1 2020 after selling out during the quarter.
TrueWealth LLC sold 23 CNX Resources shares in Q1 2020.
TrueWealth LLC first reported a position in CNX Resources in Q4 2017 and held it in 9 quarters.
TrueWealth LLC's CNX Resources position peaked at $1K in Q2 2019.
222 funds tracked by Wall St. Rank held CNX Resources as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.