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Center for Financial Planning’s Concentrix CNXC Stock Holding History

Center for Financial Planning’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
2024
Q2 		– Sell
-100
Closed -$6.62K – 592
2024
Q1 		$6.62K Buy
+100
New +$8.12K ﹤0.01% 450

Other funds holding CNXC

GBL
Groupe Bruxelles Lambert Brussels, Belgium $62.2M AUM 57.6% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Center for Financial Planning's CNXC Position: Q2 2024 in Review

Center for Financial Planning sold out of Concentrix (CNXC) in Q2 2024, closing a stake of 100 shares — an estimated $6.62K sold.

Center for Financial Planning first reported a position in CNXC in Q1 2024 and held it in 1 quarter. The position peaked at $6.62K in Q1 2024. 298 funds tracked by Wall St. Rank hold CNXC as of Q2 2024.

  • Center for Financial Planning reported no remaining Concentrix position as of Q2 2024 after selling out during the quarter.
  • Center for Financial Planning sold 100 Concentrix shares in Q2 2024, an estimated $6.62K.
  • Center for Financial Planning first reported a position in Concentrix in Q1 2024 and held it in 1 quarter.
  • Center for Financial Planning's Concentrix position peaked at $6.62K in Q1 2024.
  • 298 funds tracked by Wall St. Rank held Concentrix as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.