Summit Wealth Group’s TD Synnex SNX Stock Holding History

Summit Wealth Group’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 Q3	–	Sell	-40	Closed	-$5K	–	186
2021 Q2	$5K	Hold	40	–	–	0.01%	134
2021 Q1	$5K	Buy	+40	New	+$3.73K	0.01%	126

Other funds holding SNX

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAM

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

LAM

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

Summit Wealth Group's SNX Position: Q3 2021 in Review

Summit Wealth Group sold out of TD Synnex (SNX) in Q3 2021, closing a stake of 40 shares — an estimated $5K sold.

Summit Wealth Group first reported a position in SNX in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 334 funds tracked by Wall St. Rank hold SNX as of Q3 2021.

Summit Wealth Group reported no remaining TD Synnex position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 40 TD Synnex shares in Q3 2021, an estimated $5K.
Summit Wealth Group first reported a position in TD Synnex in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's TD Synnex position peaked at $5K in Q2 2021.
334 funds tracked by Wall St. Rank held TD Synnex as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.