Wealth Enhancement Advisory Services
CNXC icon

Wealth Enhancement Advisory Services’s Concentrix CNXC Stock Holding History

Wealth Enhancement Advisory 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
2026
Q1 		$1.07M Buy
39,148
+6,068
+18% +$215K ﹤0.01% 1748
2025
Q4 		$1.46M Sell
33,080
-28,806
-47% -$1.17M ﹤0.01% 1713
2025
Q3 		$2.96M Buy
61,886
+3,459
+6% +$185K ﹤0.01% 1226
2025
Q2 		$3.34M Buy
58,427
+8,157
+16% +$431K 0.01% 1092
2025
Q1 		$2.8M Buy
50,270
+43,888
+688% +$2.1M 0.01% 1076
2024
Q4 		$276K Sell
6,382
-4,161
-39% -$185K ﹤0.01% 2444
2024
Q3 		$540K Buy
10,543
+1,475
+16% +$98.8K ﹤0.01% 1781
2024
Q2 		$574K Sell
9,068
-2,365
-21% -$142K ﹤0.01% 1566
2024
Q1 		$757K Buy
11,433
+2,476
+28% +$201K ﹤0.01% 1358
2023
Q4 		$880K Buy
8,957
+1,713
+24% +$149K ﹤0.01% 1224
2023
Q3 		$580K Buy
+7,244
New +$568K ﹤0.01% 1350

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