AWM
AGNT

Accurate Wealth Management’s AGNT Inc AGNT Stock Holding History

Accurate Wealth Management’s Portfolio AGNT Stock Details AGNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-220
Closed -$2.64K – 639
2022
Q4 		$2.64K Buy
+220
New +$2.67K ﹤0.01% 1148

Other funds holding AGNT

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Accurate Wealth Management's AGNT Position: Q1 2023 in Review

Accurate Wealth Management sold out of AGNT Inc (AGNT) in Q1 2023, closing a stake of 220 shares — an estimated $2.64K sold.

Accurate Wealth Management first reported a position in AGNT in Q4 2022 and held it in 1 quarter. The position peaked at $2.64K in Q4 2022. 186 funds tracked by Wall St. Rank hold AGNT as of Q1 2023.

  • Accurate Wealth Management reported no remaining AGNT Inc position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 220 AGNT Inc shares in Q1 2023, an estimated $2.64K.
  • Accurate Wealth Management first reported a position in AGNT Inc in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's AGNT Inc position peaked at $2.64K in Q4 2022.
  • 186 funds tracked by Wall St. Rank held AGNT Inc as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.