Beaird Harris Wealth Management
CNXC icon

Beaird Harris Wealth Management’s Concentrix CNXC Stock Holding History

Beaird Harris 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
-19
Closed -$2.53K – 533
2022
Q4 		$2.53K Buy
+19
New +$2.31K ﹤0.01% 537

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
Impactive Capital
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 $3.38T AUM 44.17% 1-Year Est. Return
Lyrical Asset Management
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Beaird Harris Wealth Management's CNXC Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Concentrix (CNXC) in Q1 2023, closing a stake of 19 shares — an estimated $2.53K sold.

Beaird Harris Wealth Management first reported a position in CNXC in Q4 2022 and held it in 1 quarter. The position peaked at $2.53K in Q4 2022. 324 funds tracked by Wall St. Rank hold CNXC as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Concentrix position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 19 Concentrix shares in Q1 2023, an estimated $2.53K.
  • Beaird Harris Wealth Management first reported a position in Concentrix in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Concentrix position peaked at $2.53K in Q4 2022.
  • 324 funds tracked by Wall St. Rank held Concentrix as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.