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Lord & Richards Wealth Management’s Concentrix CNXC Stock Holding History

Lord & Richards Wealth 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
2025
Q2 		– Sell
-40
Closed -$2.23K – 69
2025
Q1 		$2.23K Buy
+40
New +$1.92K ﹤0.01% 147

Other funds holding CNXC

GBL
Groupe Bruxelles Lambert Brussels, Belgium $240M AUM 50.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lord & Richards Wealth Management's CNXC Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Concentrix (CNXC) in Q2 2025, closing a stake of 40 shares — an estimated $2.23K sold.

Lord & Richards Wealth Management first reported a position in CNXC in Q1 2025 and held it in 1 quarter. The position peaked at $2.23K in Q1 2025. 335 funds tracked by Wall St. Rank hold CNXC as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Concentrix position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 40 Concentrix shares in Q2 2025, an estimated $2.23K.
  • Lord & Richards Wealth Management first reported a position in Concentrix in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Concentrix position peaked at $2.23K in Q1 2025.
  • 335 funds tracked by Wall St. Rank held Concentrix as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.