CPA
AGR

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

Capital Performance 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
2024
Q4 		– Sell
-491
Closed -$17.6K – 2866
2024
Q3 		$17.6K Buy
+491
New +$17.5K 0.01% 649

Other funds holding AGR

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Capital Performance Advisors's AGR Position: Q4 2024 in Review

Capital Performance Advisors sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 491 shares — an estimated $17.6K sold.

Capital Performance Advisors first reported a position in AGR in Q3 2024 and held it in 1 quarter. The position peaked at $17.6K in Q3 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 491 Avangrid, Inc. shares in Q4 2024, an estimated $17.6K.
  • Capital Performance Advisors first reported a position in Avangrid, Inc. in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Avangrid, Inc. position peaked at $17.6K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.