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TFO Wealth Partners’s Avnet AVT Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-3
Closed -$149 – 118
2024
Q1 		$149 Hold
3
– – ﹤0.01% 562
2023
Q4 		$151 Sell
3
-11
-79% -$523 ﹤0.01% 716
2023
Q3 		$706 Buy
14
+11
+367% +$531 ﹤0.01% 364
2023
Q2 		$151 Hold
3
– – ﹤0.01% 578
2023
Q1 		$136 Sell
3
-17
-85% -$757 ﹤0.01% 579
2022
Q4 		$3.28K Buy
+20
New +$832 ﹤0.01% 205

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
WM
Wishbone Management Chicago, Illinois $136M AUM 37.65% 1-Year Est. Return

TFO Wealth Partners's AVT Position: Q2 2024 in Review

TFO Wealth Partners sold out of Avnet (AVT) in Q2 2024, closing a stake of 3 shares — an estimated $149 sold.

TFO Wealth Partners first reported a position in AVT in Q4 2022 and held it in 6 quarters. The position peaked at $3.28K in Q4 2022. 358 funds tracked by Wall St. Rank hold AVT as of Q2 2024.

  • TFO Wealth Partners reported no remaining Avnet position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Avnet shares in Q2 2024, an estimated $149.
  • TFO Wealth Partners first reported a position in Avnet in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Avnet position peaked at $3.28K in Q4 2022.
  • 358 funds tracked by Wall St. Rank held Avnet as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.