Castle Financial & Retirement Planning Associates’s Concentrix CNXC Stock Holding History

Castle Financial & Retirement Planning Associates’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 Q4	$1K	Buy	+3	New	+$535	﹤0.01%	183

Other funds holding CNXC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's CNXC Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Concentrix (CNXC) in Q4 2021: 3 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #183 among its holdings.

345 funds tracked by Wall St. Rank hold CNXC as of Q4 2021.

Castle Financial & Retirement Planning Associates held 3 shares of Concentrix worth $1K as of Q4 2021.
Concentrix was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Concentrix made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #183 holding.
345 funds tracked by Wall St. Rank held Concentrix as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.