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

Marks 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
Q2 		– Sell
-99,348
Closed -$3.62M – 258
2020
Q1 		$3.62M Buy
99,348
+17,716
+22% +$1.09M 0.94% 54
2019
Q4 		$5.26M Buy
+81,632
New +$4.93M 1.03% 10

Other funds holding SNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Marks Group Wealth Management's SNX Position: Q2 2020 in Review

Marks Group Wealth Management sold out of TD Synnex (SNX) in Q2 2020, closing a stake of 99,348 shares — an estimated $3.62M sold.

Marks Group Wealth Management first reported a position in SNX in Q4 2019 and held it in 2 quarters. The position peaked at $5.26M in Q4 2019. 322 funds tracked by Wall St. Rank hold SNX as of Q2 2020.

  • Marks Group Wealth Management reported no remaining TD Synnex position as of Q2 2020 after selling out during the quarter.
  • Marks Group Wealth Management sold 99,348 TD Synnex shares in Q2 2020, an estimated $3.62M.
  • Marks Group Wealth Management first reported a position in TD Synnex in Q4 2019 and held it in 2 quarters.
  • Marks Group Wealth Management's TD Synnex position peaked at $5.26M in Q4 2019.
  • 322 funds tracked by Wall St. Rank held TD Synnex as of Q2 2020.

Based on Marks Group Wealth Management's 13F filing for Q2 2020, filed 10 Aug 2020.