FAIM
CNXC icon

Financial Advocates Investment Management’s Concentrix CNXC Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-3,519
Closed -$358K – 750
2021
Q2 		$358K Buy
+3,519
New +$541K 0.02% 560

Other funds holding CNXC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Financial Advocates Investment Management's CNXC Position: Q3 2021 in Review

Financial Advocates Investment Management sold out of Concentrix (CNXC) in Q3 2021, closing a stake of 3,519 shares — an estimated $358K sold.

Financial Advocates Investment Management first reported a position in CNXC in Q2 2021 and held it in 1 quarter. The position peaked at $358K in Q2 2021. 317 funds tracked by Wall St. Rank hold CNXC as of Q3 2021.

  • Financial Advocates Investment Management reported no remaining Concentrix position as of Q3 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,519 Concentrix shares in Q3 2021, an estimated $358K.
  • Financial Advocates Investment Management first reported a position in Concentrix in Q2 2021 and held it in 1 quarter.
  • Financial Advocates Investment Management's Concentrix position peaked at $358K in Q2 2021.
  • 317 funds tracked by Wall St. Rank held Concentrix as of Q3 2021.

Based on Financial Advocates Investment Management's 13F filing for Q3 2021, filed 4 Nov 2021.