Sutton Wealth Advisors’s TD Synnex SNX Stock Holding History

Sutton 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
2023 Q3	–	Sell	-3	Closed	-$282	–	887
2023 Q2	$282	Hold	3	–	–	﹤0.01%	821
2023 Q1	$290	Sell	3 -2	-40%	-$199	﹤0.01%	776
2022 Q4	$474	Buy	5 +2	+67%	+$187	﹤0.01%	1500
2022 Q3	$244	Sell	3 -4	-57%	-$382	﹤0.01%	1542
2022 Q2	$638	Sell	7 -3	-30%	-$298	﹤0.01%	1401
2022 Q1	$1.03K	Buy	10 +2	+25%	+$213	﹤0.01%	1334
2021 Q4	$915	Buy	8 +5	+167%	+$544	﹤0.01%	1348
2021 Q3	$312	Hold	3	–	–	﹤0.01%	1288
2021 Q2	$365	Hold	3	–	–	﹤0.01%	1266
2021 Q1	$345	Hold	3	–	–	﹤0.01%	1237
2020 Q4	$244	Sell	3 -3	-50%	-$229	﹤0.01%	1219
2020 Q3	$420	Hold	6	–	–	﹤0.01%	1191
2020 Q2	$359	Hold	6	–	–	﹤0.01%	1180
2020 Q1	$219	Hold	6	–	–	﹤0.01%	1178
2019 Q4	$386	Hold	6	–	–	﹤0.01%	1155
2019 Q3	$339	Hold	6	–	–	﹤0.01%	1164
2019 Q2	$295	Hold	6	–	–	﹤0.01%	1149
2019 Q1	$286	Hold	6	–	–	﹤0.01%	1158
2018 Q4	$243	Buy	+6	New	+$237	﹤0.01%	1114

Other funds holding SNX

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ABI

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

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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Sutton Wealth Advisors's SNX Position: Q3 2023 in Review

Sutton Wealth Advisors sold out of TD Synnex (SNX) in Q3 2023, closing a stake of 3 shares — an estimated $282 sold.

Sutton Wealth Advisors first reported a position in SNX in Q4 2018 and held it in 19 quarters. The position peaked at $1.03K in Q1 2022. 340 funds tracked by Wall St. Rank hold SNX as of Q3 2023.

Sutton Wealth Advisors reported no remaining TD Synnex position as of Q3 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 3 TD Synnex shares in Q3 2023, an estimated $282.
Sutton Wealth Advisors first reported a position in TD Synnex in Q4 2018 and held it in 19 quarters.
Sutton Wealth Advisors's TD Synnex position peaked at $1.03K in Q1 2022.
340 funds tracked by Wall St. Rank held TD Synnex as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.