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Baker Tilly Wealth Management’s Agilent Technologies A Stock Holding History

Baker Tilly 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
Q3 		– Sell
-5,203
Closed -$626K – 457
2023
Q2 		$626K Buy
5,203
+237
+5% +$30.2K 0.07% 287
2023
Q1 		$687K Buy
4,966
+1,262
+34% +$184K 0.08% 266
2022
Q4 		$554K Buy
3,704
+1,031
+39% +$147K 0.07% 295
2022
Q3 		$325K Sell
2,673
-160
-6% -$20.5K 0.04% 398
2022
Q2 		$336K Buy
+2,833
New +$348K 0.04% 394

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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

Baker Tilly Wealth Management's A Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Agilent Technologies (A) in Q3 2023, closing a stake of 5,203 shares — an estimated $626K sold.

Baker Tilly Wealth Management first reported a position in A in Q2 2022 and held it in 5 quarters. The position peaked at $687K in Q1 2023. 917 funds tracked by Wall St. Rank hold A as of Q3 2023.

  • Baker Tilly Wealth Management reported no remaining Agilent Technologies position as of Q3 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 5,203 Agilent Technologies shares in Q3 2023, an estimated $626K.
  • Baker Tilly Wealth Management first reported a position in Agilent Technologies in Q2 2022 and held it in 5 quarters.
  • Baker Tilly Wealth Management's Agilent Technologies position peaked at $687K in Q1 2023.
  • 917 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.