Concord Wealth Partners’s TD Synnex SNX Stock Holding History

Concord Wealth Partners’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	–	Sell	-9	Closed	-$852	–	1200
2022 Q4	$852	Buy	+9	New	+$843	﹤0.01%	1097

Other funds holding SNX

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Concord Wealth Partners's SNX Position: Q1 2023 in Review

Concord Wealth Partners sold out of TD Synnex (SNX) in Q1 2023, closing a stake of 9 shares — an estimated $852 sold.

Concord Wealth Partners first reported a position in SNX in Q4 2022 and held it in 1 quarter. The position peaked at $852 in Q4 2022. 346 funds tracked by Wall St. Rank hold SNX as of Q1 2023.

Concord Wealth Partners reported no remaining TD Synnex position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 9 TD Synnex shares in Q1 2023, an estimated $852.
Concord Wealth Partners first reported a position in TD Synnex in Q4 2022 and held it in 1 quarter.
Concord Wealth Partners's TD Synnex position peaked at $852 in Q4 2022.
346 funds tracked by Wall St. Rank held TD Synnex as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.