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WR Wealth Planners’s TD Synnex SNX Stock Holding History

WR Wealth Planners’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 		$352 Hold
3
– – ﹤0.01% 1028
2024
Q3 		$360 Hold
3
– – ﹤0.01% 1068
2024
Q2 		$346 Buy
+3
New +$367 ﹤0.01% 1063

Other funds holding SNX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

WR Wealth Planners's SNX Position: Q4 2024 in Review

WR Wealth Planners held its TD Synnex (SNX) position steady in Q4 2024 at 3 shares worth $352. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

WR Wealth Planners first reported a position in SNX in Q2 2024 and has held it in 3 quarters since. The position peaked at $360 in Q3 2024. 461 funds tracked by Wall St. Rank hold SNX as of Q4 2024.

  • WR Wealth Planners held 3 shares of TD Synnex worth $352 as of Q4 2024.
  • WR Wealth Planners left its TD Synnex share count unchanged in Q4 2024.
  • TD Synnex made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1028 holding.
  • WR Wealth Planners first reported a position in TD Synnex in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's TD Synnex position peaked at $360 in Q3 2024.
  • 461 funds tracked by Wall St. Rank held TD Synnex as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.