Accurate Wealth Management’s Avnet AVT Stock Holding History

Accurate Wealth Management’s Portfolio AVT Stock Details AVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-20	Closed	-$869	–	335
2022 Q4	$869	Buy	+20	New	+$832	﹤0.01%	1400

Other funds holding AVT

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Accurate Wealth Management's AVT Position: Q1 2023 in Review

Accurate Wealth Management sold out of Avnet (AVT) in Q1 2023, closing a stake of 20 shares — an estimated $869 sold.

Accurate Wealth Management first reported a position in AVT in Q4 2022 and held it in 1 quarter. The position peaked at $869 in Q4 2022. 340 funds tracked by Wall St. Rank hold AVT as of Q1 2023.

Accurate Wealth Management reported no remaining Avnet position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 20 Avnet shares in Q1 2023, an estimated $869.
Accurate Wealth Management first reported a position in Avnet in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Avnet position peaked at $869 in Q4 2022.
340 funds tracked by Wall St. Rank held Avnet as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.