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Harvest Group Wealth Management’s TD Synnex SNX Stock Holding History

Harvest Group Wealth Management’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
Q1 		– Sell
-56
Closed -$3K – 953
2019
Q4 		$3K Hold
56
– – ﹤0.01% 535
2019
Q3 		$3K Buy
56
+20
+56% +$933 ﹤0.01% 595
2019
Q2 		$1K Hold
36
– – ﹤0.01% 808
2019
Q1 		$2K Buy
+36
New +$1.7K ﹤0.01% 676

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harvest Group Wealth Management's SNX Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of TD Synnex (SNX) in Q1 2020, closing a stake of 56 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in SNX in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 310 funds tracked by Wall St. Rank hold SNX as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining TD Synnex position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 56 TD Synnex shares in Q1 2020, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in TD Synnex in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's TD Synnex position peaked at $3K in Q4 2019.
  • 310 funds tracked by Wall St. Rank held TD Synnex as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.