Clear Perspectives Financial Planning’s Concentrix CNXC Stock Holding History

Clear Perspectives 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
2023 Q1	$7.54K	Hold	62	–	–	﹤0.01%	149
2022 Q4	$8.26K	Hold	62	–	–	﹤0.01%	161
2022 Q3	$7K	Hold	62	–	–	﹤0.01%	154
2022 Q2	$8K	Hold	62	–	–	﹤0.01%	159
2022 Q1	$10K	Hold	62	–	–	﹤0.01%	160
2021 Q4	$11K	Hold	62	–	–	﹤0.01%	168
2021 Q3	$11K	Hold	62	–	–	0.01%	155
2021 Q2	$10K	Hold	62	–	–	﹤0.01%	165
2021 Q1	$9K	Hold	62	–	–	0.01%	153
2020 Q4	$6K	Buy	+62	New	+$6.2K	﹤0.01%	157

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

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

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

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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Clear Perspectives Financial Planning's CNXC Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Concentrix (CNXC) position steady in Q1 2023 at 62 shares worth $7.54K. The position accounts for ﹤0.01% of the portfolio, ranked #149.

Clear Perspectives Financial Planning first reported a position in CNXC in Q4 2020 and has held it in 10 quarters since. The position peaked at $11K in Q4 2021. 325 funds tracked by Wall St. Rank hold CNXC as of Q1 2023.

Clear Perspectives Financial Planning held 62 shares of Concentrix worth $7.54K as of Q1 2023.
Clear Perspectives Financial Planning left its Concentrix share count unchanged in Q1 2023.
Concentrix made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #149 holding.
Clear Perspectives Financial Planning first reported a position in Concentrix in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Concentrix position peaked at $11K in Q4 2021.
325 funds tracked by Wall St. Rank held Concentrix as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.