Avior Wealth Management’s Avangrid, Inc. AGR Stock Holding History

Avior Wealth Management’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
2019 Q3	–	Sell	-78	Closed	-$4K	–	885
2019 Q2	$4K	Buy	+78	New	+$3.96K	﹤0.01%	688

Other funds holding AGR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avior Wealth Management's AGR Position: Q3 2019 in Review

Avior Wealth Management sold out of Avangrid, Inc. (AGR) in Q3 2019, closing a stake of 78 shares — an estimated $4K sold.

Avior Wealth Management first reported a position in AGR in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 240 funds tracked by Wall St. Rank hold AGR as of Q3 2019.

Avior Wealth Management reported no remaining Avangrid, Inc. position as of Q3 2019 after selling out during the quarter.
Avior Wealth Management sold 78 Avangrid, Inc. shares in Q3 2019, an estimated $4K.
Avior Wealth Management first reported a position in Avangrid, Inc. in Q2 2019 and held it in 1 quarter.
Avior Wealth Management's Avangrid, Inc. position peaked at $4K in Q2 2019.
240 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q3 2019.

Based on Avior Wealth Management's 13F filing for Q3 2019, filed 9 Oct 2019.