OIA
CNXC icon

Optimum Investment Advisors’s Concentrix CNXC Stock Holding History

Optimum Investment 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
2022
Q4 		– Sell
-12
Closed -$1K – 776
2022
Q3 		$1K Hold
12
– – ﹤0.01% 759
2022
Q2 		$2K Hold
12
– – ﹤0.01% 752
2022
Q1 		$2K Hold
12
– – ﹤0.01% 783
2021
Q4 		$2K Hold
12
– – ﹤0.01% 777
2021
Q3 		$2K Hold
12
– – ﹤0.01% 790
2021
Q2 		$2K Hold
12
– – ﹤0.01% 859
2021
Q1 		$2K Hold
12
– – ﹤0.01% 863
2020
Q4 		$1K Buy
+12
New +$1.2K ﹤0.01% 850

Other funds holding CNXC

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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimum Investment Advisors's CNXC Position: Q4 2022 in Review

Optimum Investment Advisors sold out of Concentrix (CNXC) in Q4 2022, closing a stake of 12 shares — an estimated $1K sold.

Optimum Investment Advisors first reported a position in CNXC in Q4 2020 and held it in 8 quarters. The position peaked at $2K in Q2 2022. 321 funds tracked by Wall St. Rank hold CNXC as of Q4 2022.

  • Optimum Investment Advisors reported no remaining Concentrix position as of Q4 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 12 Concentrix shares in Q4 2022, an estimated $1K.
  • Optimum Investment Advisors first reported a position in Concentrix in Q4 2020 and held it in 8 quarters.
  • Optimum Investment Advisors's Concentrix position peaked at $2K in Q2 2022.
  • 321 funds tracked by Wall St. Rank held Concentrix as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.