CWM
AGNT

Cahill Wealth Management’s AGNT Inc AGNT Stock Holding History

Cahill Wealth Management’s Portfolio AGNT Stock Details AGNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-13,514
Closed -$151K – 48
2022
Q3 		$151K Buy
13,514
+3,394
+34% +$47.3K 0.13% 41
2022
Q2 		$119K Buy
+10,120
New +$146K 0.1% 41

Other funds holding AGNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cahill Wealth Management's AGNT Position: Q4 2022 in Review

Cahill Wealth Management sold out of AGNT Inc (AGNT) in Q4 2022, closing a stake of 13,514 shares — an estimated $151K sold.

Cahill Wealth Management first reported a position in AGNT in Q2 2022 and held it in 2 quarters. The position peaked at $151K in Q3 2022. 198 funds tracked by Wall St. Rank hold AGNT as of Q4 2022.

  • Cahill Wealth Management reported no remaining AGNT Inc position as of Q4 2022 after selling out during the quarter.
  • Cahill Wealth Management sold 13,514 AGNT Inc shares in Q4 2022, an estimated $151K.
  • Cahill Wealth Management first reported a position in AGNT Inc in Q2 2022 and held it in 2 quarters.
  • Cahill Wealth Management's AGNT Inc position peaked at $151K in Q3 2022.
  • 198 funds tracked by Wall St. Rank held AGNT Inc as of Q4 2022.

Based on Cahill Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.