Jupiter Wealth Management’s Avnet AVT Stock Holding History

Jupiter 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
2023 Q1	–	Sell	-5,000	Closed	-$207K	–	67
2022 Q4	$207K	Hold	5,000	–	–	0.2%	48
2022 Q3	$180K	Hold	5,000	–	–	0.18%	54
2022 Q2	$214K	Hold	5,000	–	–	0.2%	54
2022 Q1	$202K	Hold	5,000	–	–	0.13%	75
2021 Q4	$206K	Hold	5,000	–	–	0.11%	80
2021 Q3	$197K	Hold	5,000	–	–	0.09%	87
2021 Q2	$209K	Hold	5,000	–	–	0.1%	84
2021 Q1	$220K	Buy	+5,000	New	+$193K	0.11%	80

Other funds holding AVT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Jupiter Wealth Management's AVT Position: Q1 2023 in Review

Jupiter Wealth Management sold out of Avnet (AVT) in Q1 2023, closing a stake of 5,000 shares — an estimated $207K sold.

Jupiter Wealth Management first reported a position in AVT in Q1 2021 and held it in 8 quarters. The position peaked at $220K in Q1 2021. 340 funds tracked by Wall St. Rank hold AVT as of Q1 2023.

Jupiter Wealth Management reported no remaining Avnet position as of Q1 2023 after selling out during the quarter.
Jupiter Wealth Management sold 5,000 Avnet shares in Q1 2023, an estimated $207K.
Jupiter Wealth Management first reported a position in Avnet in Q1 2021 and held it in 8 quarters.
Jupiter Wealth Management's Avnet position peaked at $220K in Q1 2021.
340 funds tracked by Wall St. Rank held Avnet as of Q1 2023.

Based on Jupiter Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.