Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s TD Synnex SNX Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-2,126
Closed -$249K – 1752
2024
Q4 		$249K Sell
2,126
-183
-8% -$21.9K ﹤0.01% 1584
2024
Q3 		$277K Buy
2,309
+208
+10% +$24.1K ﹤0.01% 1489
2024
Q2 		$242K Buy
+2,101
New +$257K ﹤0.01% 1492

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
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Envestnet Portfolio Solutions's SNX Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of TD Synnex (SNX) in Q1 2025, closing a stake of 2,126 shares — an estimated $249K sold.

Envestnet Portfolio Solutions first reported a position in SNX in Q2 2024 and held it in 3 quarters. The position peaked at $277K in Q3 2024. 477 funds tracked by Wall St. Rank hold SNX as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining TD Synnex position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,126 TD Synnex shares in Q1 2025, an estimated $249K.
  • Envestnet Portfolio Solutions first reported a position in TD Synnex in Q2 2024 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's TD Synnex position peaked at $277K in Q3 2024.
  • 477 funds tracked by Wall St. Rank held TD Synnex as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.