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Axxcess Wealth Management’s TD Synnex SNX Stock Holding History

Axxcess Wealth Management’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
2024
Q2 		– Sell
-3,288
Closed -$372K – 933
2024
Q1 		$372K Hold
3,288
– – 0.01% 611
2023
Q4 		$354K Hold
3,288
– – 0.01% 598
2023
Q3 		$328K Buy
+3,288
New +$325K 0.01% 577
2023
Q2 		– Sell
-3,288
Closed -$318K – 675
2023
Q1 		$318K Hold
3,288
– – 0.02% 464
2022
Q4 		$311K Buy
+3,288
New +$308K 0.03% 435

Other funds holding SNX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Axxcess Wealth Management's SNX Position: Q2 2024 in Review

Axxcess Wealth Management sold out of TD Synnex (SNX) in Q2 2024, closing a stake of 3,288 shares — an estimated $372K sold.

Axxcess Wealth Management first reported a position in SNX in Q4 2022 and held it in 5 quarters. The position peaked at $372K in Q1 2024. 478 funds tracked by Wall St. Rank hold SNX as of Q2 2024.

  • Axxcess Wealth Management reported no remaining TD Synnex position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,288 TD Synnex shares in Q2 2024, an estimated $372K.
  • Axxcess Wealth Management first reported a position in TD Synnex in Q4 2022 and held it in 5 quarters.
  • Axxcess Wealth Management's TD Synnex position peaked at $372K in Q1 2024.
  • 478 funds tracked by Wall St. Rank held TD Synnex as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.