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Wealthcare Advisory Partners’s TD Synnex SNX Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-20
Closed -$2K – 1673
2021
Q1 		$2K Buy
+20
New +$1.87K ﹤0.01% 1918

Other funds holding SNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wealthcare Advisory Partners's SNX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of TD Synnex (SNX) in Q2 2021, closing a stake of 20 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in SNX in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 341 funds tracked by Wall St. Rank hold SNX as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining TD Synnex position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 20 TD Synnex shares in Q2 2021, an estimated $2K.
  • Wealthcare Advisory Partners first reported a position in TD Synnex in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's TD Synnex position peaked at $2K in Q1 2021.
  • 341 funds tracked by Wall St. Rank held TD Synnex as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.