Journey Advisory Group’s TD Synnex SNX Stock Holding History

Journey Advisory Group’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	-2,061	Closed	-$238K	–	287
2024 Q4	$238K	Hold	2,061	–	–	0.03%	211
2024 Q3	$238K	Buy	+2,061	New	+$238K	0.03%	211
2024 Q2	–	Sell	-2,061	Closed	-$233K	–	236
2024 Q1	$233K	Sell	2,061 -25	-1%	-$2.6K	0.03%	218
2023 Q4	$224K	Hold	2,086	–	–	0.03%	205
2023 Q3	$208K	Buy	+2,086	New	+$206K	0.03%	209
2023 Q2	–	Sell	-2,086	Closed	-$202K	–	241
2023 Q1	$202K	Buy	+2,086	New	+$207K	0.03%	231
2022 Q3	–	Sell	-2,081	Closed	-$211K	–	251
2022 Q2	$211K	Hold	2,081	–	–	0.05%	231
2022 Q1	$215K	Hold	2,081	–	–	0.05%	212
2021 Q4	$238K	Hold	2,081	–	–	0.07%	189
2021 Q3	$217K	Hold	2,081	–	–	0.07%	187
2021 Q2	$253K	Hold	2,081	–	–	0.08%	180
2021 Q1	$239K	Buy	+2,081	New	+$194K	0.08%	175

Other funds holding SNX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Journey Advisory Group's SNX Position: Q1 2025 in Review

Journey Advisory Group sold out of TD Synnex (SNX) in Q1 2025, closing a stake of 2,061 shares — an estimated $238K sold.

Journey Advisory Group first reported a position in SNX in Q1 2021 and held it in 12 quarters. The position peaked at $253K in Q2 2021. 477 funds tracked by Wall St. Rank hold SNX as of Q1 2025.

Journey Advisory Group reported no remaining TD Synnex position as of Q1 2025 after selling out during the quarter.
Journey Advisory Group sold 2,061 TD Synnex shares in Q1 2025, an estimated $238K.
Journey Advisory Group first reported a position in TD Synnex in Q1 2021 and held it in 12 quarters.
Journey Advisory Group's TD Synnex position peaked at $253K in Q2 2021.
477 funds tracked by Wall St. Rank held TD Synnex as of Q1 2025.

Based on Journey Advisory Group's 13F filing for Q1 2025, filed 13 May 2025.