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Souders Financial Advisors’s Concentrix CNXC Stock Holding History

Souders Financial 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
Q2 		– Sell
-1,342
Closed -$224K – 139
2022
Q1 		$224K Hold
1,342
– – 0.06% 132
2021
Q4 		$240K Sell
1,342
-119
-8% -$21.2K 0.07% 126
2021
Q3 		$259K Hold
1,461
– – 0.08% 121
2021
Q2 		$235K Hold
1,461
– – 0.08% 124
2021
Q1 		$219K Buy
+1,461
New +$177K 0.09% 118

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Souders Financial Advisors's CNXC Position: Q2 2022 in Review

Souders Financial Advisors sold out of Concentrix (CNXC) in Q2 2022, closing a stake of 1,342 shares — an estimated $224K sold.

Souders Financial Advisors first reported a position in CNXC in Q1 2021 and held it in 5 quarters. The position peaked at $259K in Q3 2021. 324 funds tracked by Wall St. Rank hold CNXC as of Q2 2022.

  • Souders Financial Advisors reported no remaining Concentrix position as of Q2 2022 after selling out during the quarter.
  • Souders Financial Advisors sold 1,342 Concentrix shares in Q2 2022, an estimated $224K.
  • Souders Financial Advisors first reported a position in Concentrix in Q1 2021 and held it in 5 quarters.
  • Souders Financial Advisors's Concentrix position peaked at $259K in Q3 2021.
  • 324 funds tracked by Wall St. Rank held Concentrix as of Q2 2022.

Based on Souders Financial Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.