Berman Capital Advisors’s Avnet AVT Stock Holding History

Berman Capital Advisors’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
2021 Q3	$127K	Buy	3,455 +13	+0.4%	+$514	0.02%	372
2021 Q2	$137K	Buy	3,442 +1	+0%	+$43	0.02%	305
2021 Q1	$142K	Sell	3,441 -718	-17%	-$27.8K	0.03%	235
2020 Q4	$145K	Buy	4,159 +63	+2%	+$1.87K	0.03%	204
2020 Q3	$105K	Buy	4,096 +4,019	+5,219%	+$109K	0.03%	222
2020 Q2	$2K	Hold	77	–	–	﹤0.01%	1233
2020 Q1	$1K	Buy	77 +72	+1,440%	+$2.45K	﹤0.01%	1243
2019 Q4	$0	Hold	5	–	–	﹤0.01%	1458
2019 Q3	$0	Hold	5	–	–	﹤0.01%	1446
2019 Q2	$0	Hold	5	–	–	﹤0.01%	1464
2019 Q1	$0	Sell	5 -34	-87%	-$1.43K	﹤0.01%	1347
2018 Q4	$1K	Buy	+39	New	+$1.59K	﹤0.01%	948

Other funds holding AVT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Berman Capital Advisors's AVT Position: Q3 2021 in Review

Berman Capital Advisors increased its Avnet (AVT) stake by 0.38% in Q3 2021, buying an estimated $514 and bringing the position to 3,455 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #372.

Berman Capital Advisors first reported a position in AVT in Q4 2018 and has held it in 12 quarters since. The position peaked at $145K in Q4 2020. 298 funds tracked by Wall St. Rank hold AVT as of Q3 2021.

Berman Capital Advisors held 3,455 shares of Avnet worth $127K as of Q3 2021.
Berman Capital Advisors bought 13 Avnet shares in Q3 2021, an estimated $514.
Avnet made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #372 holding.
Berman Capital Advisors first reported a position in Avnet in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Avnet position peaked at $145K in Q4 2020.
298 funds tracked by Wall St. Rank held Avnet as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.