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Squar Milner Financial Services’s Avnet AVT Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-86
Closed -$2K – 247
2020
Q1 		$2K Hold
86
– – ﹤0.01% 658
2019
Q4 		$3K Buy
+86
New +$3.54K ﹤0.01% 681
2019
Q2 		– Sell
-86
Closed -$3K – 802
2019
Q1 		$3K Hold
86
– – ﹤0.01% 715
2018
Q4 		$3K Buy
+86
New +$3.52K ﹤0.01% 632

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Squar Milner Financial Services's AVT Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Avnet (AVT) in Q2 2020, closing a stake of 86 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in AVT in Q4 2018 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 280 funds tracked by Wall St. Rank hold AVT as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Avnet position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 86 Avnet shares in Q2 2020, an estimated $2K.
  • Squar Milner Financial Services first reported a position in Avnet in Q4 2018 and held it in 4 quarters.
  • Squar Milner Financial Services's Avnet position peaked at $3K in Q4 2019.
  • 280 funds tracked by Wall St. Rank held Avnet as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.