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Avior Wealth Management’s Agilent Technologies A Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-529
Closed -$71.1K – 738
2024
Q4 		$71.1K Sell
529
-3
-0.6% -$411 ﹤0.01% 1020
2024
Q3 		$79K Buy
532
+11
+2% +$1.51K ﹤0.01% 952
2024
Q2 		$67.5K Sell
521
-1,089
-68% -$152K ﹤0.01% 990
2024
Q1 		$234K Buy
1,610
+1,091
+210% +$149K 0.01% 663
2023
Q4 		$72.2K Hold
519
– – ﹤0.01% 673
2023
Q3 		$58K Hold
519
– – ﹤0.01% 737
2023
Q2 		$62.4K Sell
519
-55
-10% -$7.01K ﹤0.01% 714
2023
Q1 		$79.4K Buy
574
+47
+9% +$6.87K 0.01% 674
2022
Q4 		$78.9K Hold
527
– – 0.01% 561
2022
Q3 		$64K Buy
527
+8
+2% +$1.03K 0.01% 572
2022
Q2 		$61K Hold
519
– – 0.01% 538
2022
Q1 		$68K Hold
519
– – 0.01% 550
2021
Q4 		$82K Sell
519
-19
-4% -$2.96K 0.01% 527
2021
Q3 		$84K Buy
538
+38
+8% +$6.15K 0.01% 507
2021
Q2 		$73K Hold
500
– – 0.01% 497
2021
Q1 		$63K Hold
500
– – 0.01% 509
2020
Q4 		$59K Hold
500
– – 0.01% 479
2020
Q3 		$50K Hold
500
– – 0.01% 499
2020
Q2 		$44K Hold
500
– – 0.01% 495
2020
Q1 		$35K Hold
500
– – 0.01% 473
2019
Q4 		$42K Hold
500
– – 0.01% 474
2019
Q3 		$38K Hold
500
– – 0.01% 474
2019
Q2 		$37K Buy
+500
New +$37K 0.01% 476
2019
Q1 		– Sell
-3,063
Closed -$206K – 639
2018
Q4 		$206K Buy
3,063
+500
+20% +$33.6K 0.05% 307
2018
Q3 		$181K Hold
2,563
– – 0.04% 367
2018
Q2 		$158K Sell
2,563
-31
-1% -$2.02K 0.04% 379
2018
Q1 		$174K Sell
2,594
-339
-12% -$23.8K 0.04% 347
2017
Q4 		$196K Buy
+2,933
New +$198K 0.04% 331

Other funds holding A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's A Position: Q1 2025 in Review

Avior Wealth Management sold out of Agilent Technologies (A) in Q1 2025, closing a stake of 529 shares — an estimated $71.1K sold.

Avior Wealth Management first reported a position in A in Q4 2017 and held it in 28 quarters. The position peaked at $234K in Q1 2024. 1,023 funds tracked by Wall St. Rank hold A as of Q1 2025.

  • Avior Wealth Management reported no remaining Agilent Technologies position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 529 Agilent Technologies shares in Q1 2025, an estimated $71.1K.
  • Avior Wealth Management first reported a position in Agilent Technologies in Q4 2017 and held it in 28 quarters.
  • Avior Wealth Management's Agilent Technologies position peaked at $234K in Q1 2024.
  • 1,023 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.