Berman Capital Advisors’s Avangrid, Inc. AGR Stock Holding History

Berman Capital 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
2021 Q3	$2K	Buy	+42	New	+$2.21K	﹤0.01%	1761
2020 Q3	–	Sell	-29	Closed	-$1K	–	1809
2020 Q2	$1K	Sell	29 -13	-31%	-$558	﹤0.01%	1537
2020 Q1	$1K	Sell	42 -1	-2%	-$50	﹤0.01%	1402
2019 Q4	$2K	Buy	43 +1	+2%	+$50	﹤0.01%	1266
2019 Q3	$2K	Hold	42	–	–	﹤0.01%	1249
2019 Q2	$2K	Hold	42	–	–	﹤0.01%	1253
2019 Q1	$2K	Buy	+42	New	+$2.07K	﹤0.01%	1147

Other funds holding AGR

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

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Berman Capital Advisors's AGR Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Avangrid, Inc. (AGR) in Q3 2021: 42 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1761 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in AGR as recently as Q2 2020.

Berman Capital Advisors first reported a position in AGR in Q1 2019 and has held it in 7 quarters since. 276 funds tracked by Wall St. Rank hold AGR as of Q3 2021.

Berman Capital Advisors held 42 shares of Avangrid, Inc. worth $2K as of Q3 2021.
Avangrid, Inc. was a new Berman Capital Advisors position in Q3 2021.
Avangrid, Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1761 holding.
Berman Capital Advisors first reported a position in Avangrid, Inc. in Q1 2019 and has held it in 7 quarters since.
276 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.