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Evoke Wealth’s TD Synnex SNX Stock Holding History

Evoke Wealth’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
2020
Q4 		– Sell
-516
Closed -$36K – 1075
2020
Q3 		$36K Sell
516
-18
-3% -$1.13K ﹤0.01% 400
2020
Q2 		$32K Buy
+534
New +$25K ﹤0.01% 405
2020
Q1 		– Sell
-12
Closed -$775 – 1321
2019
Q4 		$775 Hold
12
– – ﹤0.01% 1163
2019
Q3 		$677 Buy
+12
New +$560 ﹤0.01% 1340

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evoke Wealth's SNX Position: Q4 2020 in Review

Evoke Wealth sold out of TD Synnex (SNX) in Q4 2020, closing a stake of 516 shares — an estimated $36K sold.

Evoke Wealth first reported a position in SNX in Q3 2019 and held it in 4 quarters. The position peaked at $36K in Q3 2020. 318 funds tracked by Wall St. Rank hold SNX as of Q4 2020.

  • Evoke Wealth reported no remaining TD Synnex position as of Q4 2020 after selling out during the quarter.
  • Evoke Wealth sold 516 TD Synnex shares in Q4 2020, an estimated $36K.
  • Evoke Wealth first reported a position in TD Synnex in Q3 2019 and held it in 4 quarters.
  • Evoke Wealth's TD Synnex position peaked at $36K in Q3 2020.
  • 318 funds tracked by Wall St. Rank held TD Synnex as of Q4 2020.

Based on Evoke Wealth's 13F filing for Q4 2020, filed 12 Feb 2021.