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C2C Wealth Management’s Agilent Technologies A Stock Holding History

C2C Wealth Management’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
-2,264
Closed -$250K – 105
2023
Q3 		$250K Buy
2,264
+14
+0.6% +$1.68K 0.04% 208
2023
Q2 		$267K Buy
2,250
+100
+5% +$12.7K 0.04% 212
2023
Q1 		$298K Hold
2,150
– – 0.05% 194
2022
Q4 		$332K Hold
2,150
– – 0.06% 128
2022
Q3 		$283K Hold
2,150
– – 0.06% 139
2022
Q2 		$256K Hold
2,150
– – 0.05% 154
2022
Q1 		$274K Hold
2,150
– – 0.05% 160
2021
Q4 		$343K Buy
+2,150
New +$335K 0.05% 158

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

C2C Wealth Management's A Position: Q4 2023 in Review

C2C Wealth Management sold out of Agilent Technologies (A) in Q4 2023, closing a stake of 2,264 shares — an estimated $250K sold.

C2C Wealth Management first reported a position in A in Q4 2021 and held it in 8 quarters. The position peaked at $343K in Q4 2021. 1,003 funds tracked by Wall St. Rank hold A as of Q4 2023.

  • C2C Wealth Management reported no remaining Agilent Technologies position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 2,264 Agilent Technologies shares in Q4 2023, an estimated $250K.
  • C2C Wealth Management first reported a position in Agilent Technologies in Q4 2021 and held it in 8 quarters.
  • C2C Wealth Management's Agilent Technologies position peaked at $343K in Q4 2021.
  • 1,003 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.