Belpointe Asset Management’s Avangrid, Inc. AGR Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-420	Closed	-$16.7K	–	3527
2023 Q1	$16.7K	Hold	420	–	–	﹤0.01%	2408
2022 Q4	$18K	Buy	+420	New	+$17.4K	﹤0.01%	2259

Other funds holding AGR

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

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

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Belpointe Asset Management's AGR Position: Q2 2023 in Review

Belpointe Asset Management sold out of Avangrid, Inc. (AGR) in Q2 2023, closing a stake of 420 shares — an estimated $16.7K sold.

Belpointe Asset Management first reported a position in AGR in Q4 2022 and held it in 2 quarters. The position peaked at $18K in Q4 2022. 298 funds tracked by Wall St. Rank hold AGR as of Q2 2023.

Belpointe Asset Management reported no remaining Avangrid, Inc. position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 420 Avangrid, Inc. shares in Q2 2023, an estimated $16.7K.
Belpointe Asset Management first reported a position in Avangrid, Inc. in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Avangrid, Inc. position peaked at $18K in Q4 2022.
298 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.