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Avantax Planning Partners’s Avnet AVT Stock Holding History

Avantax Planning Partners’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
2024
Q4 		– Sell
-3,709
Closed -$201K – 431
2024
Q3 		$201K Buy
+3,709
New +$195K 0.01% 420
2024
Q1 		– Sell
-4,366
Closed -$220K – 466
2023
Q4 		$220K Sell
4,366
-512
-10% -$24.4K 0.01% 346
2023
Q3 		$235K Buy
4,878
+249
+5% +$12K 0.01% 325
2023
Q2 		$234K Buy
+4,629
New +$204K 0.01% 333
2018
Q2 		– Sell
-87
Closed -$4K – 337
2018
Q1 		$4K Buy
+87
New +$3.68K ﹤0.01% 1394

Other funds holding AVT

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Avantax Planning Partners's AVT Position: Q4 2024 in Review

Avantax Planning Partners sold out of Avnet (AVT) in Q4 2024, closing a stake of 3,709 shares — an estimated $201K sold.

Avantax Planning Partners first reported a position in AVT in Q1 2018 and held it in 5 quarters. The position peaked at $235K in Q3 2023. 370 funds tracked by Wall St. Rank hold AVT as of Q4 2024.

  • Avantax Planning Partners reported no remaining Avnet position as of Q4 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 3,709 Avnet shares in Q4 2024, an estimated $201K.
  • Avantax Planning Partners first reported a position in Avnet in Q1 2018 and held it in 5 quarters.
  • Avantax Planning Partners's Avnet position peaked at $235K in Q3 2023.
  • 370 funds tracked by Wall St. Rank held Avnet as of Q4 2024.

Based on Avantax Planning Partners's 13F filing for Q4 2024, filed 7 Feb 2025.