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WAM
Wealthspire Advisors (Maryland)’s
TD Synnex
SNX
Stock Holding History
Wealthspire Advisors (Maryland)’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
2019
Q2
–
Sell
-58
Closed
-$3K
–
1816
2019
Q1
$3K
Sell
58
-6
-9%
-$284
﹤0.01%
2046
2018
Q4
$3K
Buy
64
+46
+256%
+$1.82K
﹤0.01%
1987
2018
Q3
$1K
Hold
18
–
–
﹤0.01%
2322
2018
Q2
$1K
Sell
18
-8
-31%
-$427
﹤0.01%
2357
2018
Q1
$2K
Hold
26
–
–
﹤0.01%
2210
2017
Q4
$2K
Hold
26
–
–
﹤0.01%
2166
2017
Q3
$2K
Sell
26
-4
-13%
-$236
﹤0.01%
2010
2017
Q2
$2K
Buy
30
+4
+15%
+$224
﹤0.01%
2008
2017
Q1
$1K
Buy
26
+18
+225%
+$1.07K
﹤0.01%
1838
2016
Q4
$0
Hold
8
–
–
﹤0.01%
1836
2016
Q3
$0
Hold
8
–
–
﹤0.01%
1805
2016
Q2
$0
Hold
8
–
–
﹤0.01%
1802
2016
Q1
$0
Hold
8
–
–
﹤0.01%
1837
2015
Q4
$0
Buy
+8
New
+$370
﹤0.01%
1768
Other funds holding SNX
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
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
CCM
Causeway Capital Management
Los Angeles, California
$8.15B AUM
29.28%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
SAM
Silvercrest Asset Management
New York
$13.8B AUM
28.39%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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