WealthShield Partners’s Concentrix CNXC Stock Holding History

WealthShield 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	-34	Closed	-$5K	–	838
2021 Q1	$5K	Buy	+34	New	+$4.12K	﹤0.01%	950

Other funds holding CNXC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WealthShield Partners's CNXC Position: Q2 2021 in Review

WealthShield Partners sold out of Concentrix (CNXC) in Q2 2021, closing a stake of 34 shares — an estimated $5K sold.

WealthShield Partners first reported a position in CNXC in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 316 funds tracked by Wall St. Rank hold CNXC as of Q2 2021.

WealthShield Partners reported no remaining Concentrix position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 34 Concentrix shares in Q2 2021, an estimated $5K.
WealthShield Partners first reported a position in Concentrix in Q1 2021 and held it in 1 quarter.
WealthShield Partners's Concentrix position peaked at $5K in Q1 2021.
316 funds tracked by Wall St. Rank held Concentrix as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.