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MPWM Advisory Solutions’s Concentrix CNXC Stock Holding History

MPWM Advisory Solutions’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
-8
Closed -$445 – 580
2025
Q1 		$445 Hold
8
– – ﹤0.01% 662
2024
Q4 		$346 Buy
+8
New +$356 ﹤0.01% 703

Other funds holding CNXC

GBL
Groupe Bruxelles Lambert Brussels, Belgium $62.2M AUM 57.6% 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 $1.4B AUM 13.97% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MPWM Advisory Solutions's CNXC Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Concentrix (CNXC) in Q2 2025, closing a stake of 8 shares — an estimated $445 sold.

MPWM Advisory Solutions first reported a position in CNXC in Q4 2024 and held it in 2 quarters. The position peaked at $445 in Q1 2025. 335 funds tracked by Wall St. Rank hold CNXC as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining Concentrix position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 8 Concentrix shares in Q2 2025, an estimated $445.
  • MPWM Advisory Solutions first reported a position in Concentrix in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's Concentrix position peaked at $445 in Q1 2025.
  • 335 funds tracked by Wall St. Rank held Concentrix as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.