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Sowell Financial Services’s Concentrix CNXC Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-278
Closed -$43K – 941
2021
Q1 		$43K Buy
+278
New +$33.7K ﹤0.01% 1719

Other funds holding CNXC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sowell Financial Services's CNXC Position: Q2 2021 in Review

Sowell Financial Services sold out of Concentrix (CNXC) in Q2 2021, closing a stake of 278 shares — an estimated $43K sold.

Sowell Financial Services first reported a position in CNXC in Q1 2021 and held it in 1 quarter. The position peaked at $43K in Q1 2021. 316 funds tracked by Wall St. Rank hold CNXC as of Q2 2021.

  • Sowell Financial Services reported no remaining Concentrix position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 278 Concentrix shares in Q2 2021, an estimated $43K.
  • Sowell Financial Services first reported a position in Concentrix in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Concentrix position peaked at $43K in Q1 2021.
  • 316 funds tracked by Wall St. Rank held Concentrix as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.