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Harvest Group Wealth Management’s Avnet AVT Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-15
Closed -$1K – 91
2020
Q4 		$1K Hold
15
– – ﹤0.01% 424
2020
Q3 		$0 Hold
15
– – ﹤0.01% 590
2020
Q2 		$0 Hold
15
– – ﹤0.01% 493
2020
Q1 		$0 Sell
15
-27
-64% -$920 ﹤0.01% 520
2019
Q4 		$1K Hold
42
– – ﹤0.01% 723
2019
Q3 		$2K Buy
+42
New +$1.81K ﹤0.01% 641

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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

Harvest Group Wealth Management's AVT Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Avnet (AVT) in Q1 2021, closing a stake of 15 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in AVT in Q3 2019 and held it in 6 quarters. The position peaked at $2K in Q3 2019. 289 funds tracked by Wall St. Rank hold AVT as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Avnet position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 15 Avnet shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Avnet in Q3 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's Avnet position peaked at $2K in Q3 2019.
  • 289 funds tracked by Wall St. Rank held Avnet as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.