SYSTM Wealth Solutions’s TD Synnex SNX Stock Holding History

SYSTM Wealth Solutions’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
2024 Q3	–	Sell	-12	Closed	-$1.39K	–	542
2024 Q2	$1.39K	Sell	12 -3,812	-100%	-$466K	﹤0.01%	633
2024 Q1	$432K	Buy	3,824 +11	+0.3%	+$1.14K	0.05%	298
2023 Q4	$410K	Sell	3,813 -258	-6%	-$25.3K	0.06%	290
2023 Q3	$407K	Sell	4,071 -466	-10%	-$46.1K	0.06%	312
2023 Q2	$426K	Sell	4,537 -238	-5%	-$21.8K	0.06%	338
2023 Q1	$462K	Sell	4,775 -406	-8%	-$40.3K	0.07%	303
2022 Q4	$491K	Buy	+5,181	New	+$485K	0.06%	343

Other funds holding SNX

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

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

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

BWA

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

SYSTM Wealth Solutions's SNX Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of TD Synnex (SNX) in Q3 2024, closing a stake of 12 shares — an estimated $1.39K sold.

SYSTM Wealth Solutions first reported a position in SNX in Q4 2022 and held it in 7 quarters. The position peaked at $491K in Q4 2022. 484 funds tracked by Wall St. Rank hold SNX as of Q3 2024.

SYSTM Wealth Solutions reported no remaining TD Synnex position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 12 TD Synnex shares in Q3 2024, an estimated $1.39K.
SYSTM Wealth Solutions first reported a position in TD Synnex in Q4 2022 and held it in 7 quarters.
SYSTM Wealth Solutions's TD Synnex position peaked at $491K in Q4 2022.
484 funds tracked by Wall St. Rank held TD Synnex as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.