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Whitaker-Myers Wealth Managers’s TD Synnex SNX Stock Holding History

Whitaker-Myers Wealth Managers’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
Q1 		– Sell
-2,228
Closed -$240K – 108
2023
Q4 		$240K Buy
2,228
+10
+0.5% +$982 0.12% 69
2023
Q3 		$222K Buy
+2,218
New +$219K 0.14% 68

Other funds holding SNX

AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Whitaker-Myers Wealth Managers's SNX Position: Q1 2024 in Review

Whitaker-Myers Wealth Managers sold out of TD Synnex (SNX) in Q1 2024, closing a stake of 2,228 shares — an estimated $240K sold.

Whitaker-Myers Wealth Managers first reported a position in SNX in Q3 2023 and held it in 2 quarters. The position peaked at $240K in Q4 2023. 471 funds tracked by Wall St. Rank hold SNX as of Q1 2024.

  • Whitaker-Myers Wealth Managers reported no remaining TD Synnex position as of Q1 2024 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 2,228 TD Synnex shares in Q1 2024, an estimated $240K.
  • Whitaker-Myers Wealth Managers first reported a position in TD Synnex in Q3 2023 and held it in 2 quarters.
  • Whitaker-Myers Wealth Managers's TD Synnex position peaked at $240K in Q4 2023.
  • 471 funds tracked by Wall St. Rank held TD Synnex as of Q1 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2024, filed 12 Apr 2024.