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Carolinas Wealth Consulting’s TD Synnex SNX Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-42
Closed -$4.37K – 799
2025
Q1 		$4.37K Hold
42
– – ﹤0.01% 633
2024
Q4 		$4.93K Buy
+42
New +$5.03K ﹤0.01% 640

Other funds holding SNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Carolinas Wealth Consulting's SNX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of TD Synnex (SNX) in Q2 2025, closing a stake of 42 shares — an estimated $4.37K sold.

Carolinas Wealth Consulting first reported a position in SNX in Q4 2024 and held it in 2 quarters. The position peaked at $4.93K in Q4 2024. 474 funds tracked by Wall St. Rank hold SNX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining TD Synnex position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 42 TD Synnex shares in Q2 2025, an estimated $4.37K.
  • Carolinas Wealth Consulting first reported a position in TD Synnex in Q4 2024 and held it in 2 quarters.
  • Carolinas Wealth Consulting's TD Synnex position peaked at $4.93K in Q4 2024.
  • 474 funds tracked by Wall St. Rank held TD Synnex as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.