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Regal Investment Advisors’s TD Synnex SNX Stock Holding History

Regal 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
2024
Q1 		– Sell
-2,266
Closed -$244K – 599
2023
Q4 		$244K Buy
2,266
+8
+0.4% +$785 0.02% 464
2023
Q3 		$226K Sell
2,258
-3,166
-58% -$313K 0.02% 445
2023
Q2 		$510K Sell
5,424
-267
-5% -$24.5K 0.04% 291
2023
Q1 		$551K Buy
5,691
+1,476
+35% +$147K 0.05% 274
2022
Q4 		$399K Sell
4,215
-81
-2% -$7.59K 0.04% 323
2022
Q3 		$349K Buy
4,296
+13
+0.3% +$1.24K 0.04% 328
2022
Q2 		$390K Sell
4,283
-70
-2% -$6.95K 0.04% 325
2022
Q1 		$449K Sell
4,353
-1,716
-28% -$182K 0.04% 331
2021
Q4 		$694K Sell
6,069
-42
-0.7% -$4.57K 0.06% 292
2021
Q3 		$636K Buy
6,111
+10
+0.2% +$1.2K 0.06% 301
2021
Q2 		$743K Buy
+6,101
New +$750K 0.07% 270
2021
Q1 		– Sell
-3,633
Closed -$296K – 360
2020
Q4 		$296K Buy
+3,633
New +$278K 0.03% 364
2020
Q3 		– Sell
-7,266
Closed -$435K – 238
2020
Q2 		$435K Buy
+7,266
New +$340K 0.08% 193

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
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Regal Investment Advisors's SNX Position: Q1 2024 in Review

Regal Investment Advisors sold out of TD Synnex (SNX) in Q1 2024, closing a stake of 2,266 shares — an estimated $244K sold.

Regal Investment Advisors first reported a position in SNX in Q2 2020 and held it in 13 quarters. The position peaked at $743K in Q2 2021. 471 funds tracked by Wall St. Rank hold SNX as of Q1 2024.

  • Regal Investment Advisors reported no remaining TD Synnex position as of Q1 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 2,266 TD Synnex shares in Q1 2024, an estimated $244K.
  • Regal Investment Advisors first reported a position in TD Synnex in Q2 2020 and held it in 13 quarters.
  • Regal Investment Advisors's TD Synnex position peaked at $743K in Q2 2021.
  • 471 funds tracked by Wall St. Rank held TD Synnex as of Q1 2024.

Based on Regal Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.