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Retirement Wealth Solutions’s Concentrix CNXC Stock Holding History

Retirement Wealth 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
Q3 		– Sell
-286
Closed -$15.1K – 841
2025
Q2 		$15.1K Hold
286
– – 0.01% 182
2025
Q1 		$15.9K Hold
286
– – 0.01% 159
2024
Q4 		$13.1K Buy
+286
New +$12.7K 0.01% 198

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Retirement Wealth Solutions's CNXC Position: Q3 2025 in Review

Retirement Wealth Solutions sold out of Concentrix (CNXC) in Q3 2025, closing a stake of 286 shares — an estimated $15.1K sold.

Retirement Wealth Solutions first reported a position in CNXC in Q4 2024 and held it in 3 quarters. The position peaked at $15.9K in Q1 2025. 347 funds tracked by Wall St. Rank hold CNXC as of Q3 2025.

  • Retirement Wealth Solutions reported no remaining Concentrix position as of Q3 2025 after selling out during the quarter.
  • Retirement Wealth Solutions sold 286 Concentrix shares in Q3 2025, an estimated $15.1K.
  • Retirement Wealth Solutions first reported a position in Concentrix in Q4 2024 and held it in 3 quarters.
  • Retirement Wealth Solutions's Concentrix position peaked at $15.9K in Q1 2025.
  • 347 funds tracked by Wall St. Rank held Concentrix as of Q3 2025.

Based on Retirement Wealth Solutions's 13F filing for Q3 2025, filed 8 Oct 2025.