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TFO Wealth Partners’s TD Synnex SNX Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-1
Closed -$113 – 653
2024
Q1 		$113 Sell
1
-2
-67% -$208 ﹤0.01% 615
2023
Q4 		$323 Hold
3
– – ﹤0.01% 494
2023
Q3 		$282 Buy
3
+2
+200% +$198 ﹤0.01% 685
2023
Q2 		$94 Hold
1
– – ﹤0.01% 674
2023
Q1 		$97 Sell
1
-24
-96% -$2.38K ﹤0.01% 653
2022
Q4 		$939 Buy
+25
New +$2.34K ﹤0.01% 380

Other funds holding SNX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

TFO Wealth Partners's SNX Position: Q2 2024 in Review

TFO Wealth Partners sold out of TD Synnex (SNX) in Q2 2024, closing a stake of 1 share — an estimated $113 sold.

TFO Wealth Partners first reported a position in SNX in Q4 2022 and held it in 6 quarters. The position peaked at $939 in Q4 2022. 478 funds tracked by Wall St. Rank hold SNX as of Q2 2024.

  • TFO Wealth Partners reported no remaining TD Synnex position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 TD Synnex share in Q2 2024, an estimated $113.
  • TFO Wealth Partners first reported a position in TD Synnex in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's TD Synnex position peaked at $939 in Q4 2022.
  • 478 funds tracked by Wall St. Rank held TD Synnex as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.