Avantax Advisory Services’s TD Synnex SNX Stock Holding History

Avantax Advisory Services’s Portfolio SNX Stock Details SNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$219K	Sell	1,616 -2,711	-63%	-$318K	﹤0.01%	2144
2025 Q1	$450K	Buy	4,327 +470	+12%	+$62.8K	﹤0.01%	1569
2024 Q4	$452K	Buy	3,857 +164	+4%	+$19.6K	﹤0.01%	1516
2024 Q3	$443K	Sell	3,693 -251	-6%	-$29K	﹤0.01%	1492
2024 Q2	$455K	Buy	+3,944	New	+$482K	﹤0.01%	1422
2020 Q1	–	Sell	-3,770	Closed	-$242K	–	883
2019 Q4	$242K	Sell	3,770 -3,002	-44%	-$181K	0.01%	715
2019 Q3	$385K	Buy	+6,772	New	+$316K	0.02%	371

Other funds holding SNX

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

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

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

ABI

Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Avantax Advisory Services's SNX Position: Q2 2025 in Review

Avantax Advisory Services reduced its TD Synnex (SNX) stake by 63% in Q2 2025, selling an estimated $318K and leaving 1,616 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

Avantax Advisory Services first reported a position in SNX in Q3 2019 and has held it in 7 quarters since. The position peaked at $455K in Q2 2024. 474 funds tracked by Wall St. Rank hold SNX as of Q2 2025.

Avantax Advisory Services held 1,616 shares of TD Synnex worth $219K as of Q2 2025.
Avantax Advisory Services sold 2,711 TD Synnex shares in Q2 2025, an estimated $318K.
TD Synnex made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2144 holding.
Avantax Advisory Services first reported a position in TD Synnex in Q3 2019 and has held it in 7 quarters since.
Avantax Advisory Services's TD Synnex position peaked at $455K in Q2 2024.
474 funds tracked by Wall St. Rank held TD Synnex as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.