Gradient Investments’s Concentrix CNXC Stock Holding History

Gradient Investments’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 Q1	–	Sell	-61	Closed	-$5.99K	–	1352
2023 Q4	$5.99K	Hold	61	–	–	﹤0.01%	951
2023 Q3	$4.89K	Hold	61	–	–	﹤0.01%	960
2023 Q2	$4.93K	Hold	61	–	–	﹤0.01%	955
2023 Q1	$7.42K	Hold	61	–	–	﹤0.01%	875
2022 Q4	$8.12K	Hold	61	–	–	﹤0.01%	851
2022 Q3	$7K	Hold	61	–	–	﹤0.01%	870
2022 Q2	$8K	Hold	61	–	–	﹤0.01%	815
2022 Q1	$10K	Hold	61	–	–	﹤0.01%	766
2021 Q4	$11K	Hold	61	–	–	﹤0.01%	772
2021 Q3	$11K	Hold	61	–	–	﹤0.01%	758
2021 Q2	$10K	Hold	61	–	–	﹤0.01%	754
2021 Q1	$9K	Buy	+61	New	+$7.39K	﹤0.01%	778

Other funds holding CNXC

Groupe Bruxelles Lambert Brussels, Belgium $240M AUM 50.83% 1-Year Est. Return

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity International

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

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

Dimensional Fund Advisors

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

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return