Addison Advisors’s Avangrid, Inc. AGR Stock Holding History

Addison Advisors’s Portfolio AGR Stock Details AGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-216	Closed	-$7.73K	–	874
2024 Q3	$7.73K	Buy	+216	New	+$7.71K	﹤0.01%	622
2024 Q1	–	Sell	-59	Closed	-$1.91K	–	750
2023 Q4	$1.91K	Buy	+59	New	+$1.84K	﹤0.01%	626

Other funds holding AGR

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Addison Advisors's AGR Position: Q4 2024 in Review

Addison Advisors sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 216 shares — an estimated $7.73K sold.

Addison Advisors first reported a position in AGR in Q4 2023 and held it in 2 quarters. The position peaked at $7.73K in Q3 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

Addison Advisors reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
Addison Advisors sold 216 Avangrid, Inc. shares in Q4 2024, an estimated $7.73K.
Addison Advisors first reported a position in Avangrid, Inc. in Q4 2023 and held it in 2 quarters.
Addison Advisors's Avangrid, Inc. position peaked at $7.73K in Q3 2024.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Addison Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.