TrinityPoint Wealth’s Arista Networks ANET Stock Holding History

TrinityPoint Wealth’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 Q2	–	Sell	-5,444	Closed	-$228K	–	282
2023 Q1	$228K	Buy	+5,444	New	+$187K	0.05%	244
2022 Q2	–	Sell	-7,484	Closed	-$260K	–	279
2022 Q1	$260K	Buy	7,484 +868	+13%	+$27.4K	0.05%	268
2021 Q4	$238K	Buy	+6,616	New	+$197K	0.04%	279

Other funds holding ANET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TrinityPoint Wealth's ANET Position: Q2 2023 in Review

TrinityPoint Wealth sold out of Arista Networks (ANET) in Q2 2023, closing a stake of 5,444 shares — an estimated $228K sold.

TrinityPoint Wealth first reported a position in ANET in Q4 2021 and held it in 3 quarters. The position peaked at $260K in Q1 2022. 956 funds tracked by Wall St. Rank hold ANET as of Q2 2023.

TrinityPoint Wealth reported no remaining Arista Networks position as of Q2 2023 after selling out during the quarter.
TrinityPoint Wealth sold 5,444 Arista Networks shares in Q2 2023, an estimated $228K.
TrinityPoint Wealth first reported a position in Arista Networks in Q4 2021 and held it in 3 quarters.
TrinityPoint Wealth's Arista Networks position peaked at $260K in Q1 2022.
956 funds tracked by Wall St. Rank held Arista Networks as of Q2 2023.

Based on TrinityPoint Wealth's 13F filing for Q2 2023, filed 7 Aug 2023.