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Financial Synergies Wealth Advisors’s TD Synnex SNX Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q2 		– Sell
-7
Closed -$792 – 407
2024
Q1 		$792 Buy
+7
New +$727 ﹤0.01% 428
2023
Q4 		– Sell
-7
Closed -$700 – 539
2023
Q3 		$700 Hold
7
– – ﹤0.01% 418
2023
Q2 		$658 Buy
+7
New +$642 ﹤0.01% 425
2022
Q4 		– Sell
-16
Closed -$1.3K – 497
2022
Q3 		$1.3K Buy
+16
New +$1.53K ﹤0.01% 263

Other funds holding SNX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Financial Synergies Wealth Advisors's SNX Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of TD Synnex (SNX) in Q2 2024, closing a stake of 7 shares — an estimated $792 sold.

Financial Synergies Wealth Advisors first reported a position in SNX in Q3 2022 and held it in 4 quarters. The position peaked at $1.3K in Q3 2022. 478 funds tracked by Wall St. Rank hold SNX as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining TD Synnex position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 7 TD Synnex shares in Q2 2024, an estimated $792.
  • Financial Synergies Wealth Advisors first reported a position in TD Synnex in Q3 2022 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's TD Synnex position peaked at $1.3K in Q3 2022.
  • 478 funds tracked by Wall St. Rank held TD Synnex as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.