Lenox Wealth Management’s Avnet AVT Stock Holding History

Lenox 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
2019 Q4	–	Sell	-700	Closed	-$31K	–	705
2019 Q3	$31K	Buy	+700	New	+$30.2K	0.01%	304

Other funds holding AVT

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

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Lenox Wealth Management's AVT Position: Q4 2019 in Review

Lenox Wealth Management sold out of Avnet (AVT) in Q4 2019, closing a stake of 700 shares — an estimated $31K sold.

Lenox Wealth Management first reported a position in AVT in Q3 2019 and held it in 1 quarter. The position peaked at $31K in Q3 2019. 331 funds tracked by Wall St. Rank hold AVT as of Q4 2019.

Lenox Wealth Management reported no remaining Avnet position as of Q4 2019 after selling out during the quarter.
Lenox Wealth Management sold 700 Avnet shares in Q4 2019, an estimated $31K.
Lenox Wealth Management first reported a position in Avnet in Q3 2019 and held it in 1 quarter.
Lenox Wealth Management's Avnet position peaked at $31K in Q3 2019.
331 funds tracked by Wall St. Rank held Avnet as of Q4 2019.

Based on Lenox Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.