JFS Wealth Advisors’s Concentrix CNXC Stock Holding History

JFS Wealth Advisors’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
2026 Q2	$135	Sell	6 -4	-40%	-$104	﹤0.01%	2203
2026 Q1	$274	Sell	10 -14	-58%	-$497	﹤0.01%	1810
2025 Q4	$998	Buy	24 +17	+243%	+$690	﹤0.01%	1702
2025 Q3	$324	Buy	+7	New	+$373	﹤0.01%	1809
2024 Q2	–	Sell	-7	Closed	-$464	–	1999
2024 Q1	$464	Hold	7	–	–	﹤0.01%	1797
2023 Q4	$688	Hold	7	–	–	﹤0.01%	1738
2023 Q3	$561	Sell	7 -10	-59%	-$784	﹤0.01%	1725
2023 Q2	$1.37K	Buy	17 +2	+13%	+$187	﹤0.01%	1505
2023 Q1	$1.82K	Hold	15	–	–	﹤0.01%	1406
2022 Q4	$2K	Buy	15 +9	+150%	+$1.09K	﹤0.01%	1372
2022 Q3	$1K	Sell	6 -17	-74%	-$2.17K	﹤0.01%	1514
2022 Q2	$3K	Buy	23 +13	+130%	+$1.96K	﹤0.01%	1161
2022 Q1	$2K	Buy	10 +6	+150%	+$1.14K	﹤0.01%	1391
2021 Q4	$1K	Buy	+4	New	+$714	﹤0.01%	1302

Other funds holding CNXC

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return