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Realta Investment Advisors’s TD Synnex SNX Stock Holding History

Realta 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
2020
Q1 		– Sell
-42
Closed -$3K – 1222
2019
Q4 		$3K Hold
42
– – ﹤0.01% 1438
2019
Q3 		$2K Sell
42
-330
-89% -$15.4K ﹤0.01% 1518
2019
Q2 		$18K Buy
+372
New +$18.5K 0.01% 972

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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Realta Investment Advisors's SNX Position: Q1 2020 in Review

Realta Investment Advisors sold out of TD Synnex (SNX) in Q1 2020, closing a stake of 42 shares — an estimated $3K sold.

Realta Investment Advisors first reported a position in SNX in Q2 2019 and held it in 3 quarters. The position peaked at $18K in Q2 2019. 310 funds tracked by Wall St. Rank hold SNX as of Q1 2020.

  • Realta Investment Advisors reported no remaining TD Synnex position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 42 TD Synnex shares in Q1 2020, an estimated $3K.
  • Realta Investment Advisors first reported a position in TD Synnex in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's TD Synnex position peaked at $18K in Q2 2019.
  • 310 funds tracked by Wall St. Rank held TD Synnex as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.