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Moneta Group Investment Advisors’s TD Synnex SNX Stock Holding History

Moneta Group Investment 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
2018
Q2 		– Sell
-1,110
Closed -$66K – 605
2018
Q1 		$66K Buy
+1,110
New +$69.1K 0.01% 300

Other funds holding SNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Moneta Group Investment Advisors's SNX Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of TD Synnex (SNX) in Q2 2018, closing a stake of 1,110 shares — an estimated $66K sold.

Moneta Group Investment Advisors first reported a position in SNX in Q1 2018 and held it in 1 quarter. The position peaked at $66K in Q1 2018. 245 funds tracked by Wall St. Rank hold SNX as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining TD Synnex position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,110 TD Synnex shares in Q2 2018, an estimated $66K.
  • Moneta Group Investment Advisors first reported a position in TD Synnex in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's TD Synnex position peaked at $66K in Q1 2018.
  • 245 funds tracked by Wall St. Rank held TD Synnex as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.