JFS Wealth Advisors’s TD Synnex SNX Stock Holding History

JFS 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
2026 Q2	$18.2K	Buy	68 +2	+3%	+$482	﹤0.01%	796
2026 Q1	$11.1K	Buy	66 +4	+6%	+$630	﹤0.01%	910
2025 Q4	$9.31K	Buy	62 +23	+59%	+$3.53K	﹤0.01%	1007
2025 Q3	$6.39K	Buy	39 +1	+3%	+$147	﹤0.01%	1031
2025 Q2	$5.16K	Sell	38 -27	-42%	-$3.17K	﹤0.01%	1072
2025 Q1	$6.76K	Buy	65 +4	+7%	+$535	﹤0.01%	1009
2024 Q4	$7.16K	Buy	61 +3	+5%	+$359	﹤0.01%	977
2024 Q3	$6.96K	Buy	58 +2	+4%	+$231	﹤0.01%	992
2024 Q2	$6.46K	Hold	56	–	–	﹤0.01%	955
2024 Q1	$6.33K	Hold	56	–	–	﹤0.01%	1014
2023 Q4	$6.03K	Buy	56 +15	+37%	+$1.47K	﹤0.01%	978
2023 Q3	$4.09K	Buy	41 +4	+11%	+$396	﹤0.01%	1076
2023 Q2	$3.48K	Buy	37 +5	+16%	+$458	﹤0.01%	1175
2023 Q1	$3.1K	Sell	32 -6	-16%	-$596	﹤0.01%	1191
2022 Q4	$3.6K	Sell	38 -4	-10%	-$375	﹤0.01%	1128
2022 Q3	$3K	Buy	42 +10	+31%	+$955	﹤0.01%	1239
2022 Q2	$3K	Buy	32 +1	+3%	+$99	﹤0.01%	1238
2022 Q1	$3K	Buy	31 +23	+288%	+$2.44K	﹤0.01%	1317
2021 Q4	$1K	Buy	+8	New	+$870	﹤0.01%	1556

Other funds holding SNX

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return