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9258 Wealth Management’s Arista Networks ANET Stock Holding History

9258 Wealth Management’s Portfolio ANET Stock Details ANET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$316K Sell
3,292
-324
-9% -$28.2K 0.05% 270
2024
Q2 		$317K Sell
3,616
-128
-3% -$9.52K 0.05% 258
2024
Q1 		$271K Sell
3,744
-328
-8% -$22.1K 0.04% 279
2023
Q4 		$240K Buy
+4,072
New +$214K 0.04% 281

Other funds holding ANET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

9258 Wealth Management's ANET Position: Q3 2024 in Review

9258 Wealth Management reduced its Arista Networks (ANET) stake by 9% in Q3 2024, selling an estimated $28.2K and leaving 3,292 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #270.

9258 Wealth Management first reported a position in ANET in Q4 2023 and has held it in 4 quarters since. The position peaked at $317K in Q2 2024. 1,477 funds tracked by Wall St. Rank hold ANET as of Q3 2024.

  • 9258 Wealth Management held 3,292 shares of Arista Networks worth $316K as of Q3 2024.
  • 9258 Wealth Management sold 324 Arista Networks shares in Q3 2024, an estimated $28.2K.
  • Arista Networks made up 0.05% of 9258 Wealth Management's portfolio in Q3 2024, its #270 holding.
  • 9258 Wealth Management first reported a position in Arista Networks in Q4 2023 and has held it in 4 quarters since.
  • 9258 Wealth Management's Arista Networks position peaked at $317K in Q2 2024.
  • 1,477 funds tracked by Wall St. Rank held Arista Networks as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.