Atlas Capital Advisors’s Avangrid, Inc. AGR Stock Holding History

Atlas Capital 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	-36	Closed	-$1.29K	–	972
2024 Q3	$1.29K	Hold	36	–	–	﹤0.01%	839
2024 Q2	$1.28K	Buy	+36	New	+$1.3K	﹤0.01%	840

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

Atlas Capital Advisors's AGR Position: Q4 2024 in Review

Atlas Capital Advisors sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 36 shares — an estimated $1.29K sold.

Atlas Capital Advisors first reported a position in AGR in Q2 2024 and held it in 2 quarters. The position peaked at $1.29K in Q3 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

Atlas Capital Advisors reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
Atlas Capital Advisors sold 36 Avangrid, Inc. shares in Q4 2024, an estimated $1.29K.
Atlas Capital Advisors first reported a position in Avangrid, Inc. in Q2 2024 and held it in 2 quarters.
Atlas Capital Advisors's Avangrid, Inc. position peaked at $1.29K in Q3 2024.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

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