Wipfli Financial Advisors’s Concentrix CNXC Stock Holding History

Wipfli Financial 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
2022 Q3	$37K	Buy	+334	New	+$42.7K	﹤0.01%	1254

Other funds holding CNXC

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Wipfli Financial Advisors's CNXC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Concentrix (CNXC) in Q3 2022: 334 shares worth $37K. The stake represents ﹤0.01% of the portfolio and ranks #1254 among its holdings.

313 funds tracked by Wall St. Rank hold CNXC as of Q3 2022.

Wipfli Financial Advisors held 334 shares of Concentrix worth $37K as of Q3 2022.
Concentrix was a new Wipfli Financial Advisors position in Q3 2022.
Concentrix made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1254 holding.
313 funds tracked by Wall St. Rank held Concentrix as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.