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Emergent Wealth Advisors’s PC Connection CNXN Stock Holding History

Emergent Wealth Advisors’s Portfolio CNXN Stock Details CNXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,250
Closed -$225K – 110
2024
Q4 		$225K Hold
3,250
– – 0.16% 103
2024
Q3 		$245K Hold
3,250
– – 0.18% 91
2024
Q2 		$209K Sell
3,250
-600
-16% -$38.9K 0.17% 99
2024
Q1 		$254K Sell
3,850
-5,200
-57% -$341K 0.22% 86
2023
Q4 		$608K Buy
+9,050
New +$538K 0.57% 32

Other funds holding CNXN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Emergent Wealth Advisors's CNXN Position: Q1 2025 in Review

Emergent Wealth Advisors sold out of PC Connection (CNXN) in Q1 2025, closing a stake of 3,250 shares — an estimated $225K sold.

Emergent Wealth Advisors first reported a position in CNXN in Q4 2023 and held it in 5 quarters. The position peaked at $608K in Q4 2023. 172 funds tracked by Wall St. Rank hold CNXN as of Q1 2025.

  • Emergent Wealth Advisors reported no remaining PC Connection position as of Q1 2025 after selling out during the quarter.
  • Emergent Wealth Advisors sold 3,250 PC Connection shares in Q1 2025, an estimated $225K.
  • Emergent Wealth Advisors first reported a position in PC Connection in Q4 2023 and held it in 5 quarters.
  • Emergent Wealth Advisors's PC Connection position peaked at $608K in Q4 2023.
  • 172 funds tracked by Wall St. Rank held PC Connection as of Q1 2025.

Based on Emergent Wealth Advisors's 13F filing for Q1 2025, filed 31 Oct 2025.