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Acorn Wealth Advisors’s Agilent Technologies A Stock Holding History

Acorn Wealth Advisors’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-30
Closed -$2K – 514
2018
Q1 		$2K Hold
30
– – ﹤0.01% 703
2017
Q4 		$2K Buy
+30
New +$2.02K ﹤0.01% 678

Other funds holding A

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Acorn Wealth Advisors's A Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Agilent Technologies (A) in Q2 2018, closing a stake of 30 shares — an estimated $2K sold.

Acorn Wealth Advisors first reported a position in A in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 668 funds tracked by Wall St. Rank hold A as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Agilent Technologies position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 30 Agilent Technologies shares in Q2 2018, an estimated $2K.
  • Acorn Wealth Advisors first reported a position in Agilent Technologies in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Agilent Technologies position peaked at $2K in Q1 2018.
  • 668 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.