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Wealthcare Advisory Partners’s Concentrix CNXC Stock Holding History

Wealthcare Advisory Partners’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
-45
Closed -$7K – 792
2021
Q1 		$7K Buy
+45
New +$5.45K ﹤0.01% 1544

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lyrical Asset Management
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wealthcare Advisory Partners's CNXC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Concentrix (CNXC) in Q2 2021, closing a stake of 45 shares — an estimated $7K sold.

Wealthcare Advisory Partners first reported a position in CNXC in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 316 funds tracked by Wall St. Rank hold CNXC as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Concentrix position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 45 Concentrix shares in Q2 2021, an estimated $7K.
  • Wealthcare Advisory Partners first reported a position in Concentrix in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Concentrix position peaked at $7K in Q1 2021.
  • 316 funds tracked by Wall St. Rank held Concentrix as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.