Sutton Wealth Advisors’s Concentrix CNXC Stock Holding History

Sutton Wealth 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
2023 Q3	$1.52K	Buy	19 +16	+533%	+$1.25K	﹤0.01%	753
2023 Q2	$242	Hold	3	–	–	﹤0.01%	825
2023 Q1	$365	Sell	3 -5	-63%	-$679	﹤0.01%	774
2022 Q4	$1.06K	Sell	8 -1	-11%	-$122	﹤0.01%	1304
2022 Q3	$1K	Buy	9 +4	+80%	+$512	﹤0.01%	1295
2022 Q2	$678	Sell	5 -2	-29%	-$301	﹤0.01%	1386
2022 Q1	$1.17K	Hold	7	–	–	﹤0.01%	1302
2021 Q4	$1.25K	Buy	7 +4	+133%	+$714	﹤0.01%	1275
2021 Q3	$531	Hold	3	–	–	﹤0.01%	1275
2021 Q2	$482	Hold	3	–	–	﹤0.01%	1260
2021 Q1	$449	Hold	3	–	–	﹤0.01%	1233
2020 Q4	$296	Buy	+3	New	+$300	﹤0.01%	1217

Other funds holding CNXC

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Sutton Wealth Advisors's CNXC Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Concentrix (CNXC) stake by 533% in Q3 2023, buying an estimated $1.25K and bringing the position to 19 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Sutton Wealth Advisors first reported a position in CNXC in Q4 2020 and has held it in 12 quarters since. 302 funds tracked by Wall St. Rank hold CNXC as of Q3 2023.

Sutton Wealth Advisors held 19 shares of Concentrix worth $1.52K as of Q3 2023.
Sutton Wealth Advisors bought 16 Concentrix shares in Q3 2023, an estimated $1.25K.
Concentrix made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #753 holding.
Sutton Wealth Advisors first reported a position in Concentrix in Q4 2020 and has held it in 12 quarters since.
302 funds tracked by Wall St. Rank held Concentrix as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.