Arete Wealth Advisors’s Agilent Technologies A Stock Holding History

Arete 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
2024 Q4	–	Sell	-1,459	Closed	-$215K	–	744
2024 Q3	$215K	Buy	+1,459	New	+$200K	0.02%	630
2024 Q1	–	Sell	-2,458	Closed	-$342K	–	377
2023 Q4	$342K	Sell	2,458 -1,022	-29%	-$122K	0.03%	512
2023 Q3	$389K	Buy	3,480 +1,116	+47%	+$134K	0.07%	286
2023 Q2	$284K	Sell	2,364 -196	-8%	-$25K	0.03%	509
2023 Q1	$354K	Buy	2,560 +1,159	+83%	+$169K	0.03%	425
2022 Q4	$210K	Sell	1,401 -1,150	-45%	-$164K	0.02%	547
2022 Q3	$310K	Buy	2,551 +105	+4%	+$13.5K	0.03%	396
2022 Q2	$290K	Buy	+2,446	New	+$301K	0.03%	340

Other funds holding A

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Arete Wealth Advisors's A Position: Q4 2024 in Review

Arete Wealth Advisors sold out of Agilent Technologies (A) in Q4 2024, closing a stake of 1,459 shares — an estimated $215K sold.

Arete Wealth Advisors first reported a position in A in Q2 2022 and held it in 8 quarters. The position peaked at $389K in Q3 2023. 1,080 funds tracked by Wall St. Rank hold A as of Q4 2024.

Arete Wealth Advisors reported no remaining Agilent Technologies position as of Q4 2024 after selling out during the quarter.
Arete Wealth Advisors sold 1,459 Agilent Technologies shares in Q4 2024, an estimated $215K.
Arete Wealth Advisors first reported a position in Agilent Technologies in Q2 2022 and held it in 8 quarters.
Arete Wealth Advisors's Agilent Technologies position peaked at $389K in Q3 2023.
1,080 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.