BDO Wealth Advisors’s Avangrid, Inc. AGR Stock Holding History

BDO Wealth Advisors’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
2023 Q1	–	Sell	-55	Closed	-$2.38K	–	1099
2022 Q4	$2.38K	Hold	55	–	–	﹤0.01%	854
2022 Q3	$2K	Buy	55 +1	+2%	+$48	﹤0.01%	948
2022 Q2	$3K	Hold	54	–	–	﹤0.01%	876
2022 Q1	$3K	Buy	54 +1	+2%	+$46	﹤0.01%	910
2021 Q4	$3K	Hold	53	–	–	﹤0.01%	922
2021 Q3	$3K	Buy	53 +1	+2%	+$53	﹤0.01%	927
2021 Q2	$3K	Hold	52	–	–	﹤0.01%	966
2021 Q1	$3K	Buy	52 +1	+2%	+$47	﹤0.01%	962
2020 Q4	$2K	Hold	51	–	–	﹤0.01%	802
2020 Q3	$3K	Buy	51 +1	+2%	+$48	﹤0.01%	655
2020 Q2	$2K	Hold	50	–	–	﹤0.01%	641
2020 Q1	$2K	Hold	50	–	–	﹤0.01%	688
2019 Q4	$3K	Hold	50	–	–	﹤0.01%	548
2019 Q3	$3K	Hold	50	–	–	﹤0.01%	585
2019 Q2	$3K	Hold	50	–	–	﹤0.01%	576
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	552
2018 Q4	$3K	Hold	50	–	–	﹤0.01%	480
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	577
2018 Q2	$3K	Hold	50	–	–	﹤0.01%	561
2018 Q1	$3K	Sell	50 -550	-92%	-$26.8K	﹤0.01%	488
2017 Q4	$30K	Hold	600	–	–	0.01%	246
2017 Q3	$28K	Hold	600	–	–	0.01%	235
2017 Q2	$26K	Buy	+600	New	+$26.6K	0.01%	283

Other funds holding AGR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

BDO Wealth Advisors's AGR Position: Q1 2023 in Review

BDO Wealth Advisors sold out of Avangrid, Inc. (AGR) in Q1 2023, closing a stake of 55 shares — an estimated $2.38K sold.

BDO Wealth Advisors first reported a position in AGR in Q2 2017 and held it in 23 quarters. The position peaked at $30K in Q4 2017. 295 funds tracked by Wall St. Rank hold AGR as of Q1 2023.

BDO Wealth Advisors reported no remaining Avangrid, Inc. position as of Q1 2023 after selling out during the quarter.
BDO Wealth Advisors sold 55 Avangrid, Inc. shares in Q1 2023, an estimated $2.38K.
BDO Wealth Advisors first reported a position in Avangrid, Inc. in Q2 2017 and held it in 23 quarters.
BDO Wealth Advisors's Avangrid, Inc. position peaked at $30K in Q4 2017.
295 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.