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Squar Milner Financial Services’s TD Synnex SNX Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-68
Closed -$2K – 627
2020
Q1 		$2K Sell
68
-62
-48% -$3.8K ﹤0.01% 684
2019
Q4 		$8K Buy
+130
New +$7.84K ﹤0.01% 605

Other funds holding SNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Squar Milner Financial Services's SNX Position: Q2 2020 in Review

Squar Milner Financial Services sold out of TD Synnex (SNX) in Q2 2020, closing a stake of 68 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in SNX in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q4 2019. 322 funds tracked by Wall St. Rank hold SNX as of Q2 2020.

  • Squar Milner Financial Services reported no remaining TD Synnex position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 68 TD Synnex shares in Q2 2020, an estimated $2K.
  • Squar Milner Financial Services first reported a position in TD Synnex in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's TD Synnex position peaked at $8K in Q4 2019.
  • 322 funds tracked by Wall St. Rank held TD Synnex as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.