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Livermore
Livermore
ZHEN

Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

CNXC holding history

Concentrix Corp in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CNXC overviewAll 13F holders of CNXCFull Q3 2025 holdings

Shares (Q3 2025)
11,612
Value
$535.9K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2021
Holdings of CNXC by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202511,612$535.9K<0.1%+580+5.3%AddedHolders
Q2 202511,032$583.1K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202410,621$459.6K<0.1%+30.0%AddedHolders
Q3 202410,618$544.2K<0.1%00.0%UnchangedHolders
Q2 202410,618$671.9K<0.1%−206−1.9%ReducedHolders
Q1 202410,824$716.8K<0.1%−10,839−50.0%ReducedHolders
Q4 202321,663$2.13M0.1%+7,602+54.1%AddedHolders
Q3 202314,061$1.13M0.1%+531+3.9%AddedHolders
Q2 202313,530$1.09M0.1%+14+0.1%AddedHolders
Q1 202313,516$1.64M0.1%−20.0%ReducedHolders
Q4 202213,518$1.80M0.1%+20.0%AddedHolders
Q3 202213,516$1.51M0.1%00.0%UnchangedHolders
Q2 202213,516$1.83M0.1%00.0%UnchangedHolders
Q1 202213,516$2.25M0.1%00.0%UnchangedHolders
Q4 202113,516$2.41M0.1%00.0%UnchangedHolders
Q3 202113,516$2.39M0.1%00.0%UnchangedHolders
Q2 202113,516$2.17M0.1%+13,516NewHolders