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Gupta Wealth Management’s Avnet AVT Stock Holding History

Gupta Wealth 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
2016
Q1 		$35K Buy
794
+134
+20% +$5.5K 0.01% 514
2015
Q4 		$28K Hold
660
– – 0.01% 582
2015
Q3 		$28K Buy
+660
New +$27.5K 0.01% 595

Other funds holding AVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Gupta Wealth Management's AVT Position: Q1 2016 in Review

Gupta Wealth Management increased its Avnet (AVT) stake by 20% in Q1 2016, buying an estimated $5.5K and bringing the position to 794 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #514.

Gupta Wealth Management first reported a position in AVT in Q3 2015 and has held it in 3 quarters since. 386 funds tracked by Wall St. Rank hold AVT as of Q1 2016.

  • Gupta Wealth Management held 794 shares of Avnet worth $35K as of Q1 2016.
  • Gupta Wealth Management bought 134 Avnet shares in Q1 2016, an estimated $5.5K.
  • Avnet made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #514 holding.
  • Gupta Wealth Management first reported a position in Avnet in Q3 2015 and has held it in 3 quarters since.
  • 386 funds tracked by Wall St. Rank held Avnet as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.