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Heritage Wealth Advisors’s Avnet AVT Stock Holding History

Heritage 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
Q1 		– Sell
-400
Closed -$17K – 452
2019
Q4 		$17K Hold
400
– – ﹤0.01% 386
2019
Q3 		$17K Hold
400
– – ﹤0.01% 357
2019
Q2 		$18.1K Hold
400
– – ﹤0.01% 344
2019
Q1 		$17.3K Hold
400
– – ﹤0.01% 316
2018
Q4 		$14K Hold
400
– – ﹤0.01% 283
2018
Q3 		$17K Buy
+400
New +$18.4K ﹤0.01% 272

Other funds holding AVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Heritage Wealth Advisors's AVT Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of Avnet (AVT) in Q1 2020, closing a stake of 400 shares — an estimated $17K sold.

Heritage Wealth Advisors first reported a position in AVT in Q3 2018 and held it in 6 quarters. The position peaked at $18.1K in Q2 2019. 285 funds tracked by Wall St. Rank hold AVT as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining Avnet position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 400 Avnet shares in Q1 2020, an estimated $17K.
  • Heritage Wealth Advisors first reported a position in Avnet in Q3 2018 and held it in 6 quarters.
  • Heritage Wealth Advisors's Avnet position peaked at $18.1K in Q2 2019.
  • 285 funds tracked by Wall St. Rank held Avnet as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.