Arax Advisory Partners’s Avangrid, Inc. AGR Stock Holding History

Arax Advisory Partners’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	-75	Closed	-$2.69K	–	2805
2024 Q3	$2.69K	Hold	75	–	–	﹤0.01%	1950
2024 Q2	$2.67K	Buy	+75	New	+$2.71K	﹤0.01%	1861
2023 Q4	–	Sell	-613	Closed	-$18.5K	–	1448
2023 Q3	$18.5K	Buy	613 +7	+1%	+$247	﹤0.01%	598
2023 Q2	$22.9K	Buy	606 +6	+1%	+$235	﹤0.01%	566
2023 Q1	$23.9K	Buy	600 +6	+1%	+$245	﹤0.01%	559
2022 Q4	$25.5K	Buy	594 +6	+1%	+$249	﹤0.01%	532
2022 Q3	$25K	Buy	588 +6	+1%	+$288	﹤0.01%	541
2022 Q2	$27K	Buy	582 +5	+0.9%	+$232	﹤0.01%	529
2022 Q1	$27K	Buy	577 +5	+0.9%	+$229	﹤0.01%	543
2021 Q4	$29K	Buy	572 +5	+0.9%	+$253	﹤0.01%	535
2021 Q3	$28K	Buy	567 +5	+0.9%	+$263	﹤0.01%	529
2021 Q2	$29K	Buy	+562	New	+$29.3K	﹤0.01%	541
2020 Q4	$25K	Buy	551 +4	+0.7%	+$197	﹤0.01%	483
2020 Q3	$28K	Buy	547 +6	+1%	+$289	﹤0.01%	446
2020 Q2	$23K	Buy	541 +5	+0.9%	+$215	﹤0.01%	461
2020 Q1	$23K	Buy	+536	New	+$27K	0.01%	445

Other funds holding AGR

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

Arax Advisory Partners's AGR Position: Q4 2024 in Review

Arax Advisory Partners sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 75 shares — an estimated $2.69K sold.

Arax Advisory Partners first reported a position in AGR in Q1 2020 and held it in 16 quarters. The position peaked at $29K in Q4 2021. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

Arax Advisory Partners reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
Arax Advisory Partners sold 75 Avangrid, Inc. shares in Q4 2024, an estimated $2.69K.
Arax Advisory Partners first reported a position in Avangrid, Inc. in Q1 2020 and held it in 16 quarters.
Arax Advisory Partners's Avangrid, Inc. position peaked at $29K in Q4 2021.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Arax Advisory Partners's 13F filing for Q4 2024, filed 5 Feb 2025.