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Private Wealth Management Group’s Concentrix CNXC Stock Holding History

Private Wealth Management Group’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
Q1 		– Sell
-16
Closed -$666 – 1460
2025
Q4 		$666 Sell
16
-44
-73% -$1.78K ﹤0.01% 1348
2025
Q3 		$2.77K Hold
60
– – ﹤0.01% 1007
2025
Q2 		$3.17K Hold
60
– – ﹤0.01% 939
2025
Q1 		$3.34K Buy
60
+23
+62% +$1.1K ﹤0.01% 881
2024
Q4 		$1.6K Sell
37
-62
-63% -$2.76K ﹤0.01% 1165
2024
Q3 		$5.07K Hold
99
– – ﹤0.01% 733
2024
Q2 		$6.26K Buy
+99
New +$5.94K ﹤0.01% 620
2024
Q1 		– Sell
-29
Closed -$2.85K – 1516
2023
Q4 		$2.85K Buy
+29
New +$2.53K ﹤0.01% 823

Other funds holding CNXC

GBL
Groupe Bruxelles Lambert Brussels, Belgium $240M AUM 50.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM