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CA
Clearstead Advisors’s
Concentrix
CNXC
Stock Holding History
Clearstead Advisors’s Portfolio
CNXC Stock Details
CNXC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$411
Sell
15
-1,098
-99%
-$39K
﹤0.01%
2129
2025
Q4
$46.3K
Sell
1,113
-537
-33%
-$21.8K
﹤0.01%
1436
2025
Q3
$76.1K
Buy
1,650
+345
+26%
+$18.4K
﹤0.01%
1145
2025
Q2
$69K
Buy
1,305
+193
+17%
+$10.2K
﹤0.01%
1179
2025
Q1
$61.9K
Buy
+1,112
New
+$53.2K
﹤0.01%
1115
2024
Q1
–
Sell
-64
Closed
-$6.29K
–
1558
2023
Q4
$6.29K
Buy
+64
New
+$5.58K
﹤0.01%
1130
2023
Q3
–
Sell
-30
Closed
-$2.42K
–
1530
2023
Q2
$2.42K
Hold
30
–
–
﹤0.01%
1117
2023
Q1
$3.65K
Hold
30
–
–
﹤0.01%
1056
2022
Q4
$4K
Buy
+30
New
+$3.65K
﹤0.01%
1006
Other funds holding CNXC
GBL
Groupe Bruxelles Lambert
Brussels, Belgium
$240M AUM
50.83%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Pzena Investment Management
New York
$30.8B AUM
11.29%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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