Regent Peak Wealth Advisors’s TD Synnex SNX Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-12	Closed	-$1K	–	852
2020 Q4	$1K	Buy	+12	New	+$917	﹤0.01%	987

Other funds holding SNX

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

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

ABI

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LAM

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Regent Peak Wealth Advisors's SNX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of TD Synnex (SNX) in Q1 2021, closing a stake of 12 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in SNX in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 332 funds tracked by Wall St. Rank hold SNX as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining TD Synnex position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 12 TD Synnex shares in Q1 2021, an estimated $1K.
Regent Peak Wealth Advisors first reported a position in TD Synnex in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's TD Synnex position peaked at $1K in Q4 2020.
332 funds tracked by Wall St. Rank held TD Synnex as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.