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ProVise Management Group’s Arista Networks ANET Stock Holding History

ProVise Management Group’s Portfolio ANET Stock Details ANET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,972
Closed -$212K – 344
2022
Q4 		$212K Buy
+6,972
New +$215K 0.02% 298

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JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProVise Management Group's ANET Position: Q1 2023 in Review

ProVise Management Group sold out of Arista Networks (ANET) in Q1 2023, closing a stake of 6,972 shares — an estimated $212K sold.

ProVise Management Group first reported a position in ANET in Q4 2022 and held it in 1 quarter. The position peaked at $212K in Q4 2022. 917 funds tracked by Wall St. Rank hold ANET as of Q1 2023.

  • ProVise Management Group reported no remaining Arista Networks position as of Q1 2023 after selling out during the quarter.
  • ProVise Management Group sold 6,972 Arista Networks shares in Q1 2023, an estimated $212K.
  • ProVise Management Group first reported a position in Arista Networks in Q4 2022 and held it in 1 quarter.
  • ProVise Management Group's Arista Networks position peaked at $212K in Q4 2022.
  • 917 funds tracked by Wall St. Rank held Arista Networks as of Q1 2023.

Based on ProVise Management Group's 13F filing for Q1 2023, filed 8 May 2023.