Wealth Alliance’s TD Synnex SNX Stock Holding History

Wealth Alliance’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 Q4	–	Sell	-1,857	Closed	-$223K	–	538
2024 Q3	$223K	Sell	1,857 -1,722	-48%	-$199K	0.03%	477
2024 Q2	$413K	Buy	+3,579	New	+$437K	0.05%	295

Other funds holding SNX

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wealth Alliance's SNX Position: Q4 2024 in Review

Wealth Alliance sold out of TD Synnex (SNX) in Q4 2024, closing a stake of 1,857 shares — an estimated $223K sold.

Wealth Alliance first reported a position in SNX in Q2 2024 and held it in 2 quarters. The position peaked at $413K in Q2 2024. 461 funds tracked by Wall St. Rank hold SNX as of Q4 2024.

Wealth Alliance reported no remaining TD Synnex position as of Q4 2024 after selling out during the quarter.
Wealth Alliance sold 1,857 TD Synnex shares in Q4 2024, an estimated $223K.
Wealth Alliance first reported a position in TD Synnex in Q2 2024 and held it in 2 quarters.
Wealth Alliance's TD Synnex position peaked at $413K in Q2 2024.
461 funds tracked by Wall St. Rank held TD Synnex as of Q4 2024.

Based on Wealth Alliance's 13F filing for Q4 2024, filed 3 Feb 2025.