Atwood & Palmer’s Avangrid, Inc. AGR Stock Holding History

Atwood & Palmer’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
2021 Q2	–	Sell	-400	Closed	-$20K	–	459
2021 Q1	$20K	Buy	+400	New	+$18.8K	﹤0.01%	298

Other funds holding AGR

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atwood & Palmer's AGR Position: Q2 2021 in Review

Atwood & Palmer sold out of Avangrid, Inc. (AGR) in Q2 2021, closing a stake of 400 shares — an estimated $20K sold.

Atwood & Palmer first reported a position in AGR in Q1 2021 and held it in 1 quarter. The position peaked at $20K in Q1 2021. 282 funds tracked by Wall St. Rank hold AGR as of Q2 2021.

Atwood & Palmer reported no remaining Avangrid, Inc. position as of Q2 2021 after selling out during the quarter.
Atwood & Palmer sold 400 Avangrid, Inc. shares in Q2 2021, an estimated $20K.
Atwood & Palmer first reported a position in Avangrid, Inc. in Q1 2021 and held it in 1 quarter.
Atwood & Palmer's Avangrid, Inc. position peaked at $20K in Q1 2021.
282 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q2 2021.

Based on Atwood & Palmer's 13F filing for Q2 2021, filed 26 Jul 2021.