Spire Wealth Management’s TD Synnex SNX Stock Holding History

Spire 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
2026 Q1	$506	Sell	3 -76	-96%	-$12K	﹤0.01%	2245
2025 Q4	$11.9K	Sell	79 -5	-6%	-$767	﹤0.01%	1653
2025 Q3	$13.8K	Buy	84 +47	+127%	+$6.93K	﹤0.01%	1642
2025 Q2	$5.02K	Sell	37 -132	-78%	-$15.5K	﹤0.01%	1943
2025 Q1	$17.6K	Buy	169 +72	+74%	+$9.62K	﹤0.01%	1649
2024 Q4	$11.4K	Buy	97 +46	+90%	+$5.51K	﹤0.01%	1803
2024 Q3	$6.12K	Sell	51 -3	-6%	-$347	﹤0.01%	1771
2024 Q2	$6.23K	Buy	+54	New	+$6.6K	﹤0.01%	1775
2024 Q1	–	Sell	-33	Closed	-$3.45K	–	2392
2023 Q4	$3.45K	Buy	+33	New	+$3.24K	﹤0.01%	2040
2022 Q3	–	Sell	-19	Closed	-$2K	–	2556
2022 Q2	$2K	Buy	19 +4	+27%	+$397	﹤0.01%	2401
2022 Q1	$2K	Sell	15 -16	-52%	-$1.7K	﹤0.01%	2418
2021 Q4	$4K	Sell	31 -584	-95%	-$63.5K	﹤0.01%	2650
2021 Q3	$64K	Buy	615 +600	+4,000%	+$71.7K	﹤0.01%	1377
2021 Q2	$2K	Sell	15 -16	-52%	-$1.97K	﹤0.01%	2499
2021 Q1	$4K	Buy	+31	New	+$2.9K	﹤0.01%	2710

Other funds holding SNX

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

Fidelity Investments

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Dimensional Fund Advisors

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

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

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return