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YorkBridge Wealth Partners’s TD Synnex SNX Stock Holding History

YorkBridge Wealth 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
2019
Q3 		– Sell
-198
Closed -$10K – 565
2019
Q2 		$10K Sell
198
-76
-28% -$3.77K ﹤0.01% 562
2019
Q1 		$13K Buy
+274
New +$13K 0.01% 535

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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 Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

YorkBridge Wealth Partners's SNX Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of TD Synnex (SNX) in Q3 2019, closing a stake of 198 shares — an estimated $10K sold.

YorkBridge Wealth Partners first reported a position in SNX in Q1 2019 and held it in 2 quarters. The position peaked at $13K in Q1 2019. 322 funds tracked by Wall St. Rank hold SNX as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining TD Synnex position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 198 TD Synnex shares in Q3 2019, an estimated $10K.
  • YorkBridge Wealth Partners first reported a position in TD Synnex in Q1 2019 and held it in 2 quarters.
  • YorkBridge Wealth Partners's TD Synnex position peaked at $13K in Q1 2019.
  • 322 funds tracked by Wall St. Rank held TD Synnex as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.