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Financial Gravity Asset Management’s Avnet AVT Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-4
Closed -$209 – 1436
2024
Q1 		$209 Hold
4
– – ﹤0.01% 935
2023
Q4 		$210 Buy
+4
New +$190 ﹤0.01% 1034
2021
Q3 		$37K Buy
9
+1
+13% +$40 0.02% 658
2021
Q2 		$40K Buy
+8
New +$344 0.01% 634
2020
Q4 		$1K Buy
+24
New +$712 ﹤0.01% 374
2019
Q2 		– Sell
-93
Closed -$4K – 1238
2019
Q1 		$4K Buy
+93
New +$3.92K ﹤0.01% 725

Other funds holding AVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
WM
Wishbone Management Chicago, Illinois $232M AUM 40.77% 1-Year Est. Return

Financial Gravity Asset Management's AVT Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Avnet (AVT) in Q2 2024, closing a stake of 4 shares — an estimated $209 sold.

Financial Gravity Asset Management first reported a position in AVT in Q1 2019 and held it in 6 quarters. The position peaked at $40K in Q2 2021. 358 funds tracked by Wall St. Rank hold AVT as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Avnet position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 4 Avnet shares in Q2 2024, an estimated $209.
  • Financial Gravity Asset Management first reported a position in Avnet in Q1 2019 and held it in 6 quarters.
  • Financial Gravity Asset Management's Avnet position peaked at $40K in Q2 2021.
  • 358 funds tracked by Wall St. Rank held Avnet as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.