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Avondale Wealth Management’s Agilent Technologies A Stock Holding History

Avondale 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
2023
Q2 		– Sell
-1,050
Closed -$145K – 125
2023
Q1 		$145K Buy
1,050
+550
+110% +$80.4K 0.13% 50
2022
Q4 		$74.8K Hold
500
– – 0.06% 63
2022
Q3 		$61K Buy
+500
New +$64.2K 0.07% 68

Other funds holding A

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avondale Wealth Management's A Position: Q2 2023 in Review

Avondale Wealth Management sold out of Agilent Technologies (A) in Q2 2023, closing a stake of 1,050 shares — an estimated $145K sold.

Avondale Wealth Management first reported a position in A in Q3 2022 and held it in 3 quarters. The position peaked at $145K in Q1 2023. 939 funds tracked by Wall St. Rank hold A as of Q2 2023.

  • Avondale Wealth Management reported no remaining Agilent Technologies position as of Q2 2023 after selling out during the quarter.
  • Avondale Wealth Management sold 1,050 Agilent Technologies shares in Q2 2023, an estimated $145K.
  • Avondale Wealth Management first reported a position in Agilent Technologies in Q3 2022 and held it in 3 quarters.
  • Avondale Wealth Management's Agilent Technologies position peaked at $145K in Q1 2023.
  • 939 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2023.

Based on Avondale Wealth Management's 13F filing for Q2 2023, filed 6 Jul 2023.