BIA
AGR

Bell Investment Advisors’s Avangrid, Inc. AGR Stock Holding History

Bell Investment 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
2024
Q4 		– Sell
-627
Closed -$22.4K – 1961
2024
Q3 		$22.4K Sell
627
-118
-16% -$4.21K ﹤0.01% 371
2024
Q2 		$26.5K Sell
745
-118
-14% -$4.26K 0.01% 327
2024
Q1 		$31.4K Buy
863
+536
+164% +$17.5K 0.01% 291
2023
Q4 		$10.6K Sell
327
-465
-59% -$14.5K ﹤0.01% 535
2023
Q3 		$23.9K Buy
792
+677
+589% +$23.9K 0.01% 275
2023
Q2 		$4.33K Sell
115
-62
-35% -$2.43K ﹤0.01% 895
2023
Q1 		$7.06K Sell
177
-138
-44% -$5.64K ﹤0.01% 616
2022
Q4 		$13.5K Buy
315
+108
+52% +$4.47K ﹤0.01% 388
2022
Q3 		$9K Buy
207
+137
+196% +$6.58K ﹤0.01% 464
2022
Q2 		$3K Buy
+70
New +$3.25K ﹤0.01% 1056
2021
Q4 		$3K Sell
62
-7
-10% -$355 ﹤0.01% 1061
2021
Q3 		$3K Buy
+69
New +$3.63K ﹤0.01% 993

Other funds holding AGR

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Bell Investment Advisors's AGR Position: Q4 2024 in Review

Bell Investment Advisors sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 627 shares — an estimated $22.4K sold.

Bell Investment Advisors first reported a position in AGR in Q3 2021 and held it in 12 quarters. The position peaked at $31.4K in Q1 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

  • Bell Investment Advisors reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 627 Avangrid, Inc. shares in Q4 2024, an estimated $22.4K.
  • Bell Investment Advisors first reported a position in Avangrid, Inc. in Q3 2021 and held it in 12 quarters.
  • Bell Investment Advisors's Avangrid, Inc. position peaked at $31.4K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Bell Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.