Optimum Investment Advisors’s Avnet AVT Stock Holding History

Optimum Investment 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
2022 Q3	–	Sell	-110	Closed	-$5K	–	810
2022 Q2	$5K	Buy	+110	New	+$4.79K	﹤0.01%	668
2020 Q1	–	Sell	-400	Closed	-$17K	–	870
2019 Q4	$17K	Hold	400	–	–	0.01%	696
2019 Q3	$18K	Hold	400	–	–	0.01%	692
2019 Q2	$18K	Hold	400	–	–	0.01%	694
2019 Q1	$17K	Hold	400	–	–	0.01%	716
2018 Q4	$14K	Hold	400	–	–	﹤0.01%	704
2018 Q3	$18K	Hold	400	–	–	0.01%	746
2018 Q2	$17K	Hold	400	–	–	﹤0.01%	759
2018 Q1	$17K	Buy	+400	New	+$16.9K	0.01%	730
2015 Q1	$18K	Hold	400	–	–	0.01%	703
2014 Q4	$17K	Hold	400	–	–	0.01%	751
2014 Q3	$17K	Hold	400	–	–	0.01%	672
2014 Q2	$18K	Hold	400	–	–	0.01%	676
2014 Q1	$19K	Sell	400 -1,320	-77%	-$56.5K	0.01%	519
2013 Q4	$76K	Hold	1,720	–	–	0.03%	336
2013 Q3	$72K	Buy	+1,720	New	+$66.4K	0.03%	316

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Optimum Investment Advisors's AVT Position: Q3 2022 in Review

Optimum Investment Advisors sold out of Avnet (AVT) in Q3 2022, closing a stake of 110 shares — an estimated $5K sold.

Optimum Investment Advisors first reported a position in AVT in Q3 2013 and held it in 16 quarters. The position peaked at $76K in Q4 2013. 331 funds tracked by Wall St. Rank hold AVT as of Q3 2022.

Optimum Investment Advisors reported no remaining Avnet position as of Q3 2022 after selling out during the quarter.
Optimum Investment Advisors sold 110 Avnet shares in Q3 2022, an estimated $5K.
Optimum Investment Advisors first reported a position in Avnet in Q3 2013 and held it in 16 quarters.
Optimum Investment Advisors's Avnet position peaked at $76K in Q4 2013.
331 funds tracked by Wall St. Rank held Avnet as of Q3 2022.

Based on Optimum Investment Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.