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Financial Synergies Wealth Advisors’s Avnet AVT Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-8
Closed -$397 – 103
2024
Q1 		$397 Hold
8
– – ﹤0.01% 474
2023
Q4 		$333 Hold
8
– – ﹤0.01% 411
2023
Q3 		$386 Hold
8
– – ﹤0.01% 458
2023
Q2 		$404 Hold
8
– – ﹤0.01% 451
2023
Q1 		$362 Hold
8
– – ﹤0.01% 448
2022
Q4 		$333 Hold
8
– – ﹤0.01% 411
2022
Q3 		$289 Hold
8
– – ﹤0.01% 421
2022
Q2 		$344 Buy
+8
New +$349 ﹤0.01% 418

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
WM
Wishbone Management Chicago, Illinois $136M AUM 37.65% 1-Year Est. Return

Financial Synergies Wealth Advisors's AVT Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Avnet (AVT) in Q2 2024, closing a stake of 8 shares — an estimated $397 sold.

Financial Synergies Wealth Advisors first reported a position in AVT in Q2 2022 and held it in 8 quarters. The position peaked at $404 in Q2 2023. 358 funds tracked by Wall St. Rank hold AVT as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Avnet position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 8 Avnet shares in Q2 2024, an estimated $397.
  • Financial Synergies Wealth Advisors first reported a position in Avnet in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Avnet position peaked at $404 in Q2 2023.
  • 358 funds tracked by Wall St. Rank held Avnet as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.