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Buck Wealth Strategies’s Agilent Technologies A Stock Holding History

Buck Wealth Strategies’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-221
Closed -$24.7K – 63
2023
Q3 		$24.7K Sell
221
-135
-38% -$16.2K 0.01% 152
2023
Q2 		$42.8K Buy
356
+136
+62% +$17.3K 0.02% 88
2023
Q1 		$30.5K Buy
+220
New +$32.2K 0.01% 71

Other funds holding A

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Buck Wealth Strategies's A Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Agilent Technologies (A) in Q4 2023, closing a stake of 221 shares — an estimated $24.7K sold.

Buck Wealth Strategies first reported a position in A in Q1 2023 and held it in 3 quarters. The position peaked at $42.8K in Q2 2023. 1,003 funds tracked by Wall St. Rank hold A as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Agilent Technologies position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 221 Agilent Technologies shares in Q4 2023, an estimated $24.7K.
  • Buck Wealth Strategies first reported a position in Agilent Technologies in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Agilent Technologies position peaked at $42.8K in Q2 2023.
  • 1,003 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.