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Kingswood Wealth Advisors’s Avnet AVT Stock Holding History

Kingswood 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
Q1 		– Sell
-7,203
Closed -$363K – 621
2023
Q4 		$363K Buy
7,203
+1,803
+33% +$85.8K 0.04% 415
2023
Q3 		$260K Buy
+5,400
New +$261K 0.04% 347

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
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kingswood Wealth Advisors's AVT Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of Avnet (AVT) in Q1 2024, closing a stake of 7,203 shares — an estimated $363K sold.

Kingswood Wealth Advisors first reported a position in AVT in Q3 2023 and held it in 2 quarters. The position peaked at $363K in Q4 2023. 357 funds tracked by Wall St. Rank hold AVT as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining Avnet position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 7,203 Avnet shares in Q1 2024, an estimated $363K.
  • Kingswood Wealth Advisors first reported a position in Avnet in Q3 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Avnet position peaked at $363K in Q4 2023.
  • 357 funds tracked by Wall St. Rank held Avnet as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.