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	–	1777
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%	1832
2016 Q3	$0	Hold	8	–	–	﹤0.01%	1800
2016 Q2	$0	Hold	8	–	–	﹤0.01%	1796
2016 Q1	$0	Hold	8	–	–	﹤0.01%	1830
2015 Q4	$0	Buy	+8	New	+$370	﹤0.01%	1764

Other funds holding SNX

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

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

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

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

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SNX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of TD Synnex (SNX) in Q2 2019, closing a stake of 58 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in SNX in Q4 2015 and held it in 14 quarters. The position peaked at $3K in Q1 2019. 300 funds tracked by Wall St. Rank hold SNX as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining TD Synnex position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 58 TD Synnex shares in Q2 2019, an estimated $3K.
Wealthspire Advisors (Maryland) first reported a position in TD Synnex in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s TD Synnex position peaked at $3K in Q1 2019.
300 funds tracked by Wall St. Rank held TD Synnex as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.