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Sutton Wealth Advisors’s Avnet AVT Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-2,665
Closed -$111K – 873
2022
Q4 		$111K Buy
2,665
+5
+0.2% +$208 0.04% 236
2022
Q3 		$96.1K Sell
2,660
-13
-0.5% -$559 0.04% 253
2022
Q2 		$115K Hold
2,673
– – 0.05% 222
2022
Q1 		$108K Hold
2,673
– – 0.04% 239
2021
Q4 		$110K Buy
2,673
+13
+0.5% +$502 0.04% 241
2021
Q3 		$98.3K Hold
2,660
– – 0.04% 250
2021
Q2 		$107K Hold
2,660
– – 0.04% 242
2021
Q1 		$110K Hold
2,660
– – 0.04% 227
2020
Q4 		$93.4K Hold
2,660
– – 0.04% 234
2020
Q3 		$68.7K Hold
2,660
– – 0.03% 249
2020
Q2 		$74.2K Hold
2,660
– – 0.04% 233
2020
Q1 		$66.8K Hold
2,660
– – 0.04% 227
2019
Q4 		$113K Hold
2,660
– – 0.06% 204
2019
Q3 		$118K Hold
2,660
– – 0.07% 193
2019
Q2 		$120K Hold
2,660
– – 0.07% 190
2019
Q1 		$115K Hold
2,660
– – 0.07% 192
2018
Q4 		$96K Hold
2,660
– – 0.06% 196
2018
Q3 		$119K Hold
2,660
– – 0.08% 180
2018
Q2 		$114K Hold
2,660
– – 0.08% 183
2018
Q1 		$111K Hold
2,660
– – 0.08% 188
2017
Q4 		$105K Hold
2,660
– – 0.08% 192
2017
Q3 		$105K Hold
2,660
– – 0.08% 189
2017
Q2 		$103K Hold
2,660
– – 0.08% 189
2017
Q1 		$122K Hold
2,660
– – 0.1% 169
2016
Q4 		$127K Hold
2,660
– – 0.11% 158
2016
Q3 		$109K Hold
2,660
– – 0.1% 169
2016
Q2 		$108K Hold
2,660
– – 0.1% 167
2016
Q1 		$118K Buy
+2,660
New +$109K 0.11% 162

Other funds holding AVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Sutton Wealth Advisors's AVT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Avnet (AVT) in Q1 2023, closing a stake of 2,665 shares — an estimated $111K sold.

Sutton Wealth Advisors first reported a position in AVT in Q1 2016 and held it in 28 quarters. The position peaked at $127K in Q4 2016. 340 funds tracked by Wall St. Rank hold AVT as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Avnet position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,665 Avnet shares in Q1 2023, an estimated $111K.
  • Sutton Wealth Advisors first reported a position in Avnet in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Avnet position peaked at $127K in Q4 2016.
  • 340 funds tracked by Wall St. Rank held Avnet as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.