AWA
AGR

Amplius Wealth Advisors’s Avangrid, Inc. AGR Stock Holding History

Amplius Wealth 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
2022
Q1 		– Sell
-576
Closed -$28K – 959
2021
Q4 		$28K Buy
+576
New +$29.2K ﹤0.01% 418

Other funds holding AGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Amplius Wealth Advisors sold out of Avangrid, Inc. (AGR) in Q1 2022, closing a stake of 576 shares — an estimated $28K sold.

Amplius Wealth Advisors first reported a position in AGR in Q4 2021 and held it in 1 quarter. The position peaked at $28K in Q4 2021. 308 funds tracked by Wall St. Rank hold AGR as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Avangrid, Inc. position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 576 Avangrid, Inc. shares in Q1 2022, an estimated $28K.
  • Amplius Wealth Advisors first reported a position in Avangrid, Inc. in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Avangrid, Inc. position peaked at $28K in Q4 2021.
  • 308 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q1 2022.

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