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AllSquare Wealth Management’s Concentrix CNXC Stock Holding History

AllSquare 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
2025
Q3 		$4.62K Hold
100
– – ﹤0.01% 436
2025
Q2 		$5.29K Hold
100
– – ﹤0.01% 434
2025
Q1 		$5.56K Hold
100
– – ﹤0.01% 426
2024
Q4 		$4.33K Hold
100
– – ﹤0.01% 440
2024
Q3 		$5.13K Hold
100
– – ﹤0.01% 437
2024
Q2 		$6.33K Hold
100
– – ﹤0.01% 409
2024
Q1 		$6.62K Buy
+100
New +$8.12K ﹤0.01% 408

Other funds holding CNXC

GBL
Groupe Bruxelles Lambert Brussels, Belgium $240M AUM 50.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllSquare Wealth Management's CNXC Position: Q3 2025 in Review

AllSquare Wealth Management held its Concentrix (CNXC) position steady in Q3 2025 at 100 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

AllSquare Wealth Management first reported a position in CNXC in Q1 2024 and has held it in 7 quarters since. The position peaked at $6.62K in Q1 2024. 347 funds tracked by Wall St. Rank hold CNXC as of Q3 2025.

  • AllSquare Wealth Management held 100 shares of Concentrix worth $4.62K as of Q3 2025.
  • AllSquare Wealth Management left its Concentrix share count unchanged in Q3 2025.
  • Concentrix made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #436 holding.
  • AllSquare Wealth Management first reported a position in Concentrix in Q1 2024 and has held it in 7 quarters since.
  • AllSquare Wealth Management's Concentrix position peaked at $6.62K in Q1 2024.
  • 347 funds tracked by Wall St. Rank held Concentrix as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.