Valeo Financial Advisors’s Avnet AVT Stock Holding History

Valeo Financial 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
2020 Q3	–	Sell	-168	Closed	-$5K	–	1612
2020 Q2	$5K	Hold	168	–	–	﹤0.01%	1500
2020 Q1	$5K	Hold	168	–	–	﹤0.01%	1281
2019 Q4	$7K	Hold	168	–	–	﹤0.01%	1186
2019 Q3	$7K	Sell	168 -5	-3%	-$216	﹤0.01%	1105
2019 Q2	$8K	Hold	173	–	–	﹤0.01%	1070
2019 Q1	$8K	Hold	173	–	–	﹤0.01%	1015
2018 Q4	$6K	Hold	173	–	–	﹤0.01%	1000
2018 Q3	$7K	Hold	173	–	–	﹤0.01%	1071
2018 Q2	$8K	Sell	173 -1,047	-86%	-$42.4K	﹤0.01%	992
2018 Q1	$51K	Buy	1,220 +1,045	+597%	+$44.2K	0.01%	483
2017 Q4	$7K	Hold	175	–	–	﹤0.01%	896
2017 Q3	$7K	Buy	+175	New	+$6.7K	﹤0.01%	779

Other funds holding AVT

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Valeo Financial Advisors's AVT Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Avnet (AVT) in Q3 2020, closing a stake of 168 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in AVT in Q3 2017 and held it in 12 quarters. The position peaked at $51K in Q1 2018. 273 funds tracked by Wall St. Rank hold AVT as of Q3 2020.

Valeo Financial Advisors reported no remaining Avnet position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 168 Avnet shares in Q3 2020, an estimated $5K.
Valeo Financial Advisors first reported a position in Avnet in Q3 2017 and held it in 12 quarters.
Valeo Financial Advisors's Avnet position peaked at $51K in Q1 2018.
273 funds tracked by Wall St. Rank held Avnet as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.