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Berman Capital Advisors’s Concentrix CNXC Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$12K Buy
69
+56
+431% +$9.28K ﹤0.01% 1120
2021
Q2 		$2K Buy
13
+7
+117% +$1.08K ﹤0.01% 1573
2021
Q1 		$0 Sell
6
-62
-91% -$7.51K ﹤0.01% 1783
2020
Q4 		$6K Buy
+68
New +$6.8K ﹤0.01% 1073

Other funds holding CNXC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Berman Capital Advisors's CNXC Position: Q3 2021 in Review

Berman Capital Advisors increased its Concentrix (CNXC) stake by 431% in Q3 2021, buying an estimated $9.28K and bringing the position to 69 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Berman Capital Advisors first reported a position in CNXC in Q4 2020 and has held it in 4 quarters since. 317 funds tracked by Wall St. Rank hold CNXC as of Q3 2021.

  • Berman Capital Advisors held 69 shares of Concentrix worth $12K as of Q3 2021.
  • Berman Capital Advisors bought 56 Concentrix shares in Q3 2021, an estimated $9.28K.
  • Concentrix made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1120 holding.
  • Berman Capital Advisors first reported a position in Concentrix in Q4 2020 and has held it in 4 quarters since.
  • 317 funds tracked by Wall St. Rank held Concentrix as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.