Optimum Investment Advisors’s TD Synnex SNX Stock Holding History

Optimum 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
2022 Q4	–	Sell	-12	Closed	-$1K	–	825
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	783
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	804
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	816
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	814
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	820
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	895
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	901
2020 Q4	$1K	Sell	12 -12	-50%	-$917	﹤0.01%	863
2020 Q3	$2K	Sell	24 -1,000	-98%	-$62.9K	﹤0.01%	828
2020 Q2	$61K	Buy	1,024 +1,000	+4,167%	+$46.7K	0.02%	408
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	852
2019 Q4	$2K	Hold	24	–	–	﹤0.01%	898
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	973
2019 Q2	$1K	Sell	24 -1,200	-98%	-$59.6K	﹤0.01%	920
2019 Q1	$58K	Buy	1,224 +1,200	+5,000%	+$56.7K	0.02%	483
2018 Q4	$1K	Buy	+24	New	+$950	﹤0.01%	942
2015 Q1	$23K	Buy	+600	New	+$23.1K	0.01%	663

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

ABI

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Optimum Investment Advisors's SNX Position: Q4 2022 in Review

Optimum Investment Advisors sold out of TD Synnex (SNX) in Q4 2022, closing a stake of 12 shares — an estimated $1K sold.

Optimum Investment Advisors first reported a position in SNX in Q1 2015 and held it in 17 quarters. The position peaked at $61K in Q2 2020. 319 funds tracked by Wall St. Rank hold SNX as of Q4 2022.

Optimum Investment Advisors reported no remaining TD Synnex position as of Q4 2022 after selling out during the quarter.
Optimum Investment Advisors sold 12 TD Synnex shares in Q4 2022, an estimated $1K.
Optimum Investment Advisors first reported a position in TD Synnex in Q1 2015 and held it in 17 quarters.
Optimum Investment Advisors's TD Synnex position peaked at $61K in Q2 2020.
319 funds tracked by Wall St. Rank held TD Synnex as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.