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BDO Wealth Advisors’s TD Synnex SNX Stock Holding History

BDO Wealth Advisors’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
2020
Q1 		– Sell
-100
Closed -$6K – 818
2019
Q4 		$6K Hold
100
– – ﹤0.01% 470
2019
Q3 		$6K Hold
100
– – ﹤0.01% 491
2019
Q2 		$5K Hold
100
– – ﹤0.01% 502
2019
Q1 		$5K Buy
+100
New +$4.73K ﹤0.01% 479

Other funds holding SNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BDO Wealth Advisors's SNX Position: Q1 2020 in Review

BDO Wealth Advisors sold out of TD Synnex (SNX) in Q1 2020, closing a stake of 100 shares — an estimated $6K sold.

BDO Wealth Advisors first reported a position in SNX in Q1 2019 and held it in 4 quarters. The position peaked at $6K in Q4 2019. 310 funds tracked by Wall St. Rank hold SNX as of Q1 2020.

  • BDO Wealth Advisors reported no remaining TD Synnex position as of Q1 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 100 TD Synnex shares in Q1 2020, an estimated $6K.
  • BDO Wealth Advisors first reported a position in TD Synnex in Q1 2019 and held it in 4 quarters.
  • BDO Wealth Advisors's TD Synnex position peaked at $6K in Q4 2019.
  • 310 funds tracked by Wall St. Rank held TD Synnex as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.