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Carolina Wealth Advisors’s TD Synnex SNX Stock Holding History

Carolina 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
2022
Q3 		– Sell
-145
Closed -$13K – 273
2022
Q2 		$13K Hold
145
– – 0.01% 157
2022
Q1 		$15K Buy
+145
New +$15.4K 0.01% 162

Other funds holding SNX

AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

Carolina Wealth Advisors's SNX Position: Q3 2022 in Review

Carolina Wealth Advisors sold out of TD Synnex (SNX) in Q3 2022, closing a stake of 145 shares — an estimated $13K sold.

Carolina Wealth Advisors first reported a position in SNX in Q1 2022 and held it in 2 quarters. The position peaked at $15K in Q1 2022. 305 funds tracked by Wall St. Rank hold SNX as of Q3 2022.

  • Carolina Wealth Advisors reported no remaining TD Synnex position as of Q3 2022 after selling out during the quarter.
  • Carolina Wealth Advisors sold 145 TD Synnex shares in Q3 2022, an estimated $13K.
  • Carolina Wealth Advisors first reported a position in TD Synnex in Q1 2022 and held it in 2 quarters.
  • Carolina Wealth Advisors's TD Synnex position peaked at $15K in Q1 2022.
  • 305 funds tracked by Wall St. Rank held TD Synnex as of Q3 2022.

Based on Carolina Wealth Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.