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Riverbend Wealth Management’s TD Synnex SNX Stock Holding History

Riverbend 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
2025
Q1 		– Sell
-3,696
Closed -$435K – 123
2024
Q4 		$435K Buy
+3,696
New +$443K 0.39% 72

Other funds holding SNX

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
JP Morgan Chase
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Riverbend Wealth Management's SNX Position: Q1 2025 in Review

Riverbend Wealth Management sold out of TD Synnex (SNX) in Q1 2025, closing a stake of 3,696 shares — an estimated $435K sold.

Riverbend Wealth Management first reported a position in SNX in Q4 2024 and held it in 1 quarter. The position peaked at $435K in Q4 2024. 477 funds tracked by Wall St. Rank hold SNX as of Q1 2025.

  • Riverbend Wealth Management reported no remaining TD Synnex position as of Q1 2025 after selling out during the quarter.
  • Riverbend Wealth Management sold 3,696 TD Synnex shares in Q1 2025, an estimated $435K.
  • Riverbend Wealth Management first reported a position in TD Synnex in Q4 2024 and held it in 1 quarter.
  • Riverbend Wealth Management's TD Synnex position peaked at $435K in Q4 2024.
  • 477 funds tracked by Wall St. Rank held TD Synnex as of Q1 2025.

Based on Riverbend Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.