AWM
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Accurate Wealth Management’s Concentrix CNXC Stock Holding History

Accurate 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
-5
Closed -$684 – 478
2022
Q4 		$684 Buy
+5
New +$608 ﹤0.01% 1443

Other funds holding CNXC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

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

Accurate Wealth Management sold out of Concentrix (CNXC) in Q1 2023, closing a stake of 5 shares — an estimated $684 sold.

Accurate Wealth Management first reported a position in CNXC in Q4 2022 and held it in 1 quarter. The position peaked at $684 in Q4 2022. 324 funds tracked by Wall St. Rank hold CNXC as of Q1 2023.

  • Accurate Wealth Management reported no remaining Concentrix position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 5 Concentrix shares in Q1 2023, an estimated $684.
  • Accurate Wealth Management first reported a position in Concentrix in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Concentrix position peaked at $684 in Q4 2022.
  • 324 funds tracked by Wall St. Rank held Concentrix as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.