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Loring Wolcott & Coolidge Fiduciary Advisors’s Avnet AVT Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q1 		– Sell
-123
Closed -$4K – 335
2020
Q4 		$4K Buy
+123
New +$3.65K ﹤0.01% 702
2017
Q4 		– Sell
-7
Closed – – 747
2017
Q3 		$0 Buy
+7
New +$268 ﹤0.01% 787

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

Loring Wolcott & Coolidge Fiduciary Advisors's AVT Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Avnet (AVT) in Q1 2021, closing a stake of 123 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AVT in Q3 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2020. 289 funds tracked by Wall St. Rank hold AVT as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Avnet position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 123 Avnet shares in Q1 2021, an estimated $4K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Avnet in Q3 2017 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Avnet position peaked at $4K in Q4 2020.
  • 289 funds tracked by Wall St. Rank held Avnet as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.