Kingswood Wealth Advisors’s TD Synnex SNX Stock Holding History

Kingswood 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 Q1	–	Sell	-2,167	Closed	-$233K	–	688
2023 Q4	$233K	Buy	+2,167	New	+$213K	0.03%	538

Other funds holding SNX

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

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

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

Kingswood Wealth Advisors's SNX Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of TD Synnex (SNX) in Q1 2024, closing a stake of 2,167 shares — an estimated $233K sold.

Kingswood Wealth Advisors first reported a position in SNX in Q4 2023 and held it in 1 quarter. The position peaked at $233K in Q4 2023. 471 funds tracked by Wall St. Rank hold SNX as of Q1 2024.

Kingswood Wealth Advisors reported no remaining TD Synnex position as of Q1 2024 after selling out during the quarter.
Kingswood Wealth Advisors sold 2,167 TD Synnex shares in Q1 2024, an estimated $233K.
Kingswood Wealth Advisors first reported a position in TD Synnex in Q4 2023 and held it in 1 quarter.
Kingswood Wealth Advisors's TD Synnex position peaked at $233K in Q4 2023.
471 funds tracked by Wall St. Rank held TD Synnex as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.