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Avantax Advisory Services’s Concentrix CNXC Stock Holding History

Avantax Advisory Services’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
Q2 		$411K Sell
7,776
-66
-0.8% -$3.49K ﹤0.01% 1706
2025
Q1 		$436K Buy
7,842
+786
+11% +$37.6K ﹤0.01% 1589
2024
Q4 		$305K Buy
7,056
+1,457
+26% +$64.8K ﹤0.01% 1766
2024
Q3 		$287K Buy
5,599
+290
+5% +$19.4K ﹤0.01% 1788
2024
Q2 		$336K Buy
+5,309
New +$319K ﹤0.01% 1618

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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avantax Advisory Services's CNXC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Concentrix (CNXC) stake by 0.84% in Q2 2025, selling an estimated $3.49K and leaving 7,776 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Avantax Advisory Services first reported a position in CNXC in Q2 2024 and has held it in 5 quarters since. The position peaked at $436K in Q1 2025. 335 funds tracked by Wall St. Rank hold CNXC as of Q2 2025.

  • Avantax Advisory Services held 7,776 shares of Concentrix worth $411K as of Q2 2025.
  • Avantax Advisory Services sold 66 Concentrix shares in Q2 2025, an estimated $3.49K.
  • Concentrix made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1706 holding.
  • Avantax Advisory Services first reported a position in Concentrix in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Concentrix position peaked at $436K in Q1 2025.
  • 335 funds tracked by Wall St. Rank held Concentrix as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.