BWA
AVT icon

Burt Wealth Advisors’s Avnet AVT Stock Holding History

Burt Wealth 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
2020
Q3 		– Sell
-43
Closed -$1K – 396
2020
Q2 		$1K Hold
43
– – ﹤0.01% 363
2020
Q1 		$1K Buy
+43
New +$1.47K ﹤0.01% 364
2016
Q1 		– Sell
-294
Closed -$12K – 672
2015
Q4 		$12K Buy
+294
New +$13.2K 0.01% 253

Other funds holding AVT

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Burt Wealth Advisors's AVT Position: Q3 2020 in Review

Burt Wealth Advisors sold out of Avnet (AVT) in Q3 2020, closing a stake of 43 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in AVT in Q4 2015 and held it in 3 quarters. The position peaked at $12K in Q4 2015. 273 funds tracked by Wall St. Rank hold AVT as of Q3 2020.

  • Burt Wealth Advisors reported no remaining Avnet position as of Q3 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 43 Avnet shares in Q3 2020, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Avnet in Q4 2015 and held it in 3 quarters.
  • Burt Wealth Advisors's Avnet position peaked at $12K in Q4 2015.
  • 273 funds tracked by Wall St. Rank held Avnet as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.