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

Apollo Management Holdings New York $5.99B AUM 23.97% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return