Avantax Planning Partners
CNXC icon

Avantax Planning Partners’s Concentrix CNXC Stock Holding History

Avantax Planning Partners’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
2022
Q2 		– Sell
-2,709
Closed -$451K – 347
2022
Q1 		$451K Buy
2,709
+707
+35% +$134K 0.02% 230
2021
Q4 		$358K Buy
+2,002
New +$357K 0.01% 252

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BlackRock
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Avantax Planning Partners's CNXC Position: Q2 2022 in Review

Avantax Planning Partners sold out of Concentrix (CNXC) in Q2 2022, closing a stake of 2,709 shares — an estimated $451K sold.

Avantax Planning Partners first reported a position in CNXC in Q4 2021 and held it in 2 quarters. The position peaked at $451K in Q1 2022. 324 funds tracked by Wall St. Rank hold CNXC as of Q2 2022.

  • Avantax Planning Partners reported no remaining Concentrix position as of Q2 2022 after selling out during the quarter.
  • Avantax Planning Partners sold 2,709 Concentrix shares in Q2 2022, an estimated $451K.
  • Avantax Planning Partners first reported a position in Concentrix in Q4 2021 and held it in 2 quarters.
  • Avantax Planning Partners's Concentrix position peaked at $451K in Q1 2022.
  • 324 funds tracked by Wall St. Rank held Concentrix as of Q2 2022.

Based on Avantax Planning Partners's 13F filing for Q2 2022, filed 18 Jul 2022.