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TRUE Private Wealth Advisors’s Avnet AVT Stock Holding History

TRUE Private 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
2021
Q1 		– Sell
-383
Closed -$13K – 267
2020
Q4 		$13K Buy
383
+350
+1,061% +$10.4K ﹤0.01% 505
2020
Q3 		$0 Hold
33
– – ﹤0.01% 692
2020
Q2 		$0 Hold
33
– – ﹤0.01% 681
2020
Q1 		$0 Hold
33
– – ﹤0.01% 673
2019
Q4 		$1K Buy
+33
New +$1.36K ﹤0.01% 765

Other funds holding AVT

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

TRUE Private Wealth Advisors's AVT Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Avnet (AVT) in Q1 2021, closing a stake of 383 shares — an estimated $13K sold.

TRUE Private Wealth Advisors first reported a position in AVT in Q4 2019 and held it in 5 quarters. The position peaked at $13K in Q4 2020. 289 funds tracked by Wall St. Rank hold AVT as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Avnet position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 383 Avnet shares in Q1 2021, an estimated $13K.
  • TRUE Private Wealth Advisors first reported a position in Avnet in Q4 2019 and held it in 5 quarters.
  • TRUE Private Wealth Advisors's Avnet position peaked at $13K in Q4 2020.
  • 289 funds tracked by Wall St. Rank held Avnet as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.