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PFG Private Wealth Management’s TD Synnex SNX Stock Holding History

PFG Private 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
2022
Q4 		– Sell
-36
Closed -$3K – 416
2022
Q3 		$3K Buy
+36
New +$3.44K ﹤0.01% 283

Other funds holding SNX

AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PFG Private Wealth Management's SNX Position: Q4 2022 in Review

PFG Private Wealth Management sold out of TD Synnex (SNX) in Q4 2022, closing a stake of 36 shares — an estimated $3K sold.

PFG Private Wealth Management first reported a position in SNX in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 319 funds tracked by Wall St. Rank hold SNX as of Q4 2022.

  • PFG Private Wealth Management reported no remaining TD Synnex position as of Q4 2022 after selling out during the quarter.
  • PFG Private Wealth Management sold 36 TD Synnex shares in Q4 2022, an estimated $3K.
  • PFG Private Wealth Management first reported a position in TD Synnex in Q3 2022 and held it in 1 quarter.
  • PFG Private Wealth Management's TD Synnex position peaked at $3K in Q3 2022.
  • 319 funds tracked by Wall St. Rank held TD Synnex as of Q4 2022.

Based on PFG Private Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.