Avantax Planning Partners’s TD Synnex SNX Stock Holding History

Avantax Planning Partners’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
2022 Q2	–	Sell	-2,702	Closed	-$279K	–	369
2022 Q1	$279K	Buy	2,702 +707	+35%	+$75.2K	0.01%	290
2021 Q4	$228K	Buy	+1,995	New	+$217K	0.01%	316
2018 Q4	–	Sell	-86	Closed	-$4K	–	1051
2018 Q3	$4K	Buy	+86	New	+$4.14K	﹤0.01%	1193
2018 Q2	–	Sell	-86	Closed	-$5K	–	1289
2018 Q1	$5K	Buy	+86	New	+$5.35K	﹤0.01%	1357

Other funds holding SNX

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Avantax Planning Partners's SNX Position: Q2 2022 in Review

Avantax Planning Partners sold out of TD Synnex (SNX) in Q2 2022, closing a stake of 2,702 shares — an estimated $279K sold.

Avantax Planning Partners first reported a position in SNX in Q1 2018 and held it in 4 quarters. The position peaked at $279K in Q1 2022. 328 funds tracked by Wall St. Rank hold SNX as of Q2 2022.

Avantax Planning Partners reported no remaining TD Synnex position as of Q2 2022 after selling out during the quarter.
Avantax Planning Partners sold 2,702 TD Synnex shares in Q2 2022, an estimated $279K.
Avantax Planning Partners first reported a position in TD Synnex in Q1 2018 and held it in 4 quarters.
Avantax Planning Partners's TD Synnex position peaked at $279K in Q1 2022.
328 funds tracked by Wall St. Rank held TD Synnex as of Q2 2022.

Based on Avantax Planning Partners's 13F filing for Q2 2022, filed 18 Jul 2022.