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MBM Wealth Consultants’s Concentrix CNXC Stock Holding History

MBM Wealth Consultants’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
-4,575
Closed -$422K – 107
2023
Q4 		$422K Sell
4,575
-99
-2% -$8.62K 0.16% 63
2023
Q3 		$370K Buy
4,674
+1,784
+62% +$140K 0.16% 64
2023
Q2 		$246K Buy
2,890
+716
+33% +$67K 0.11% 91
2023
Q1 		$309K Hold
2,174
– – 0.13% 74
2022
Q4 		$289K Buy
+2,174
New +$264K 0.13% 74

Other funds holding CNXC

GBL
Groupe Bruxelles Lambert Brussels, Belgium $62.2M AUM 57.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

MBM Wealth Consultants's CNXC Position: Q1 2024 in Review

MBM Wealth Consultants sold out of Concentrix (CNXC) in Q1 2024, closing a stake of 4,575 shares — an estimated $422K sold.

MBM Wealth Consultants first reported a position in CNXC in Q4 2022 and held it in 5 quarters. The position peaked at $422K in Q4 2023. 292 funds tracked by Wall St. Rank hold CNXC as of Q1 2024.

  • MBM Wealth Consultants reported no remaining Concentrix position as of Q1 2024 after selling out during the quarter.
  • MBM Wealth Consultants sold 4,575 Concentrix shares in Q1 2024, an estimated $422K.
  • MBM Wealth Consultants first reported a position in Concentrix in Q4 2022 and held it in 5 quarters.
  • MBM Wealth Consultants's Concentrix position peaked at $422K in Q4 2023.
  • 292 funds tracked by Wall St. Rank held Concentrix as of Q1 2024.

Based on MBM Wealth Consultants's 13F filing for Q1 2024, filed 18 Apr 2024.