Baldwin Wealth Partners’s AGNT Inc AGNT Stock Holding History

Baldwin Wealth Partners’s Portfolio AGNT Stock Details AGNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,600	Closed	-$42.2K	–	742
2023 Q3	$42.2K	Hold	2,600	–	–	﹤0.01%	420
2023 Q2	$52.7K	Hold	2,600	–	–	﹤0.01%	409
2023 Q1	$33K	Hold	2,600	–	–	﹤0.01%	473
2022 Q4	$28.8K	Hold	2,600	–	–	﹤0.01%	499
2022 Q3	$29K	Hold	2,600	–	–	﹤0.01%	404
2022 Q2	$31K	Hold	2,600	–	–	﹤0.01%	415
2022 Q1	$55K	Hold	2,600	–	–	0.01%	356
2021 Q4	$88K	Hold	2,600	–	–	0.01%	284
2021 Q3	$103K	Hold	2,600	–	–	0.01%	256
2021 Q2	$101K	Hold	2,600	–	–	0.01%	268
2021 Q1	$118K	Hold	2,600	–	–	0.01%	239
2020 Q4	$82K	Hold	2,600	–	–	0.01%	269
2020 Q3	$52K	Hold	2,600	–	–	0.01%	293
2020 Q2	$22K	Hold	2,600	–	–	﹤0.01%	379
2020 Q1	$11K	Hold	2,600	–	–	﹤0.01%	420
2019 Q4	$15K	Hold	2,600	–	–	﹤0.01%	428
2019 Q3	$11K	Hold	2,600	–	–	﹤0.01%	446
2019 Q2	$14K	Hold	2,600	–	–	﹤0.01%	426
2019 Q1	$14K	Hold	2,600	–	–	﹤0.01%	423
2018 Q4	$9K	Hold	2,600	–	–	﹤0.01%	440
2018 Q3	$24K	Buy	+2,600	New	+$19.8K	﹤0.01%	388

Other funds holding AGNT

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

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Baldwin Wealth Partners's AGNT Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of AGNT Inc (AGNT) in Q4 2023, closing a stake of 2,600 shares — an estimated $42.2K sold.

Baldwin Wealth Partners first reported a position in AGNT in Q3 2018 and held it in 21 quarters. The position peaked at $118K in Q1 2021. 226 funds tracked by Wall St. Rank hold AGNT as of Q4 2023.

Baldwin Wealth Partners reported no remaining AGNT Inc position as of Q4 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 2,600 AGNT Inc shares in Q4 2023, an estimated $42.2K.
Baldwin Wealth Partners first reported a position in AGNT Inc in Q3 2018 and held it in 21 quarters.
Baldwin Wealth Partners's AGNT Inc position peaked at $118K in Q1 2021.
226 funds tracked by Wall St. Rank held AGNT Inc as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.