BHWM
AGR

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

Beaird Harris 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
2022
Q1 		– Sell
-700
Closed -$35K – 751
2021
Q4 		$35K Buy
+700
New +$35.5K 0.01% 275

Other funds holding AGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beaird Harris Wealth Management's AGR Position: Q1 2022 in Review

Beaird Harris Wealth Management sold out of Avangrid, Inc. (AGR) in Q1 2022, closing a stake of 700 shares — an estimated $35K sold.

Beaird Harris Wealth Management first reported a position in AGR in Q4 2021 and held it in 1 quarter. The position peaked at $35K in Q4 2021. 308 funds tracked by Wall St. Rank hold AGR as of Q1 2022.

  • Beaird Harris Wealth Management reported no remaining Avangrid, Inc. position as of Q1 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 700 Avangrid, Inc. shares in Q1 2022, an estimated $35K.
  • Beaird Harris Wealth Management first reported a position in Avangrid, Inc. in Q4 2021 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Avangrid, Inc. position peaked at $35K in Q4 2021.
  • 308 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q1 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2022, filed 27 May 2022.