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Wipfli Financial Advisors’s Avnet AVT Stock Holding History

Wipfli 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
2022
Q3 		$76K Buy
+2,093
New +$90.1K 0.01% 865

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wipfli Financial Advisors's AVT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Avnet (AVT) in Q3 2022: 2,093 shares worth $76K. The stake represents 0.01% of the portfolio and ranks #865 among its holdings.

331 funds tracked by Wall St. Rank hold AVT as of Q3 2022.

  • Wipfli Financial Advisors held 2,093 shares of Avnet worth $76K as of Q3 2022.
  • Avnet was a new Wipfli Financial Advisors position in Q3 2022.
  • Avnet made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #865 holding.
  • 331 funds tracked by Wall St. Rank held Avnet as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.