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Buckingham Strategic Wealth’s Avnet AVT Stock Holding History

Buckingham Strategic Wealth’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
2022
Q3 		– Sell
-5,354
Closed -$230K – 615
2022
Q2 		$230K Buy
5,354
+348
+7% +$15.2K ﹤0.01% 524
2022
Q1 		$203K Hold
5,006
– – ﹤0.01% 567
2021
Q4 		$206K Buy
+5,006
New +$193K ﹤0.01% 559

Other funds holding AVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Buckingham Strategic Wealth's AVT Position: Q3 2022 in Review

Buckingham Strategic Wealth sold out of Avnet (AVT) in Q3 2022, closing a stake of 5,354 shares — an estimated $230K sold.

Buckingham Strategic Wealth first reported a position in AVT in Q4 2021 and held it in 3 quarters. The position peaked at $230K in Q2 2022. 331 funds tracked by Wall St. Rank hold AVT as of Q3 2022.

  • Buckingham Strategic Wealth reported no remaining Avnet position as of Q3 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 5,354 Avnet shares in Q3 2022, an estimated $230K.
  • Buckingham Strategic Wealth first reported a position in Avnet in Q4 2021 and held it in 3 quarters.
  • Buckingham Strategic Wealth's Avnet position peaked at $230K in Q2 2022.
  • 331 funds tracked by Wall St. Rank held Avnet as of Q3 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.