CPFP
SNX icon

Clear Perspectives Financial Planning’s TD Synnex SNX Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$6K Hold
62
– – ﹤0.01% 157
2022
Q4 		$5.87K Hold
62
– – ﹤0.01% 174
2022
Q3 		$5K Hold
62
– – ﹤0.01% 170
2022
Q2 		$6K Hold
62
– – ﹤0.01% 177
2022
Q1 		$6K Hold
62
– – ﹤0.01% 181
2021
Q4 		$7K Hold
62
– – ﹤0.01% 188
2021
Q3 		$6K Hold
62
– – ﹤0.01% 178
2021
Q2 		$8K Hold
62
– – ﹤0.01% 174
2021
Q1 		$7K Hold
62
– – ﹤0.01% 162
2020
Q4 		$5K Buy
+62
New +$4.74K ﹤0.01% 161

Other funds holding SNX

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
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 $5.72T AUM 30.48% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Clear Perspectives Financial Planning's SNX Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its TD Synnex (SNX) position steady in Q1 2023 at 62 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

Clear Perspectives Financial Planning first reported a position in SNX in Q4 2020 and has held it in 10 quarters since. The position peaked at $8K in Q2 2021. 346 funds tracked by Wall St. Rank hold SNX as of Q1 2023.

  • Clear Perspectives Financial Planning held 62 shares of TD Synnex worth $6K as of Q1 2023.
  • Clear Perspectives Financial Planning left its TD Synnex share count unchanged in Q1 2023.
  • TD Synnex made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #157 holding.
  • Clear Perspectives Financial Planning first reported a position in TD Synnex in Q4 2020 and has held it in 10 quarters since.
  • Clear Perspectives Financial Planning's TD Synnex position peaked at $8K in Q2 2021.
  • 346 funds tracked by Wall St. Rank held TD Synnex as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.