9258 Wealth Management’s Concentrix CNXC Stock Holding History

9258 Wealth Management’s Portfolio CNXC Stock Details CNXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,641	Closed	-$219K	–	323
2022 Q4	$219K	Buy	+1,641	New	+$199K	0.05%	294
2022 Q3	–	Sell	-1,683	Closed	-$228K	–	326
2022 Q2	$228K	Sell	1,683 -52	-3%	-$7.83K	0.06%	296
2022 Q1	$289K	Sell	1,735 -20	-1%	-$3.8K	0.07%	286
2021 Q4	$314K	Sell	1,755 -1	-0.1%	-$178	0.07%	277
2021 Q3	$311K	Hold	1,756	–	–	0.08%	251
2021 Q2	$282K	Sell	1,756 -129	-7%	-$19.8K	0.08%	274
2021 Q1	$282K	Buy	+1,885	New	+$228K	0.08%	255

Other funds holding CNXC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

9258 Wealth Management's CNXC Position: Q1 2023 in Review

9258 Wealth Management sold out of Concentrix (CNXC) in Q1 2023, closing a stake of 1,641 shares — an estimated $219K sold.

9258 Wealth Management first reported a position in CNXC in Q1 2021 and held it in 7 quarters. The position peaked at $314K in Q4 2021. 324 funds tracked by Wall St. Rank hold CNXC as of Q1 2023.

9258 Wealth Management reported no remaining Concentrix position as of Q1 2023 after selling out during the quarter.
9258 Wealth Management sold 1,641 Concentrix shares in Q1 2023, an estimated $219K.
9258 Wealth Management first reported a position in Concentrix in Q1 2021 and held it in 7 quarters.
9258 Wealth Management's Concentrix position peaked at $314K in Q4 2021.
324 funds tracked by Wall St. Rank held Concentrix as of Q1 2023.

Based on 9258 Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.