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Valeo Financial Advisors’s CNX Resources CNX Stock Holding History

Valeo Financial 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
2021
Q1 		– Sell
-291
Closed -$3K – 2043
2020
Q4 		$3K Sell
291
-445
-60% -$4.49K ﹤0.01% 1457
2020
Q3 		$7K Buy
+736
New +$7.5K ﹤0.01% 1160
2018
Q2 		– Sell
-350
Closed -$5K – 1632
2018
Q1 		$5K Hold
350
– – ﹤0.01% 1120
2017
Q4 		$5K Sell
350
-70
-17% -$967 ﹤0.01% 994
2017
Q3 		$6K Buy
+420
New +$5.39K ﹤0.01% 819

Other funds holding CNX

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valeo Financial Advisors's CNX Position: Q1 2021 in Review

Valeo Financial Advisors sold out of CNX Resources (CNX) in Q1 2021, closing a stake of 291 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in CNX in Q3 2017 and held it in 5 quarters. The position peaked at $7K in Q3 2020. 274 funds tracked by Wall St. Rank hold CNX as of Q1 2021.

  • Valeo Financial Advisors reported no remaining CNX Resources position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 291 CNX Resources shares in Q1 2021, an estimated $3K.
  • Valeo Financial Advisors first reported a position in CNX Resources in Q3 2017 and held it in 5 quarters.
  • Valeo Financial Advisors's CNX Resources position peaked at $7K in Q3 2020.
  • 274 funds tracked by Wall St. Rank held CNX Resources as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.