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Amplius Wealth Advisors’s Agilent Technologies A Stock Holding History

Amplius 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
2022
Q1 		– Sell
-269
Closed -$42K – 179
2021
Q4 		$42K Buy
+269
New +$41.9K 0.01% 360

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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Amplius Wealth Advisors's A Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Agilent Technologies (A) in Q1 2022, closing a stake of 269 shares — an estimated $42K sold.

Amplius Wealth Advisors first reported a position in A in Q4 2021 and held it in 1 quarter. The position peaked at $42K in Q4 2021. 931 funds tracked by Wall St. Rank hold A as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Agilent Technologies position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 269 Agilent Technologies shares in Q1 2022, an estimated $42K.
  • Amplius Wealth Advisors first reported a position in Agilent Technologies in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Agilent Technologies position peaked at $42K in Q4 2021.
  • 931 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.