CBIZ Investment Advisory Services’s Avangrid, Inc. AGR Stock Holding History

CBIZ Investment Advisory Services’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	-59	Closed	-$2.11K	–	513
2024 Q3	$2.11K	Buy	+59	New	+$2.11K	﹤0.01%	339

Other funds holding AGR

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

CBIZ Investment Advisory Services's AGR Position: Q4 2024 in Review

CBIZ Investment Advisory Services sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 59 shares — an estimated $2.11K sold.

CBIZ Investment Advisory Services first reported a position in AGR in Q3 2024 and held it in 1 quarter. The position peaked at $2.11K in Q3 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

CBIZ Investment Advisory Services reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
CBIZ Investment Advisory Services sold 59 Avangrid, Inc. shares in Q4 2024, an estimated $2.11K.
CBIZ Investment Advisory Services first reported a position in Avangrid, Inc. in Q3 2024 and held it in 1 quarter.
CBIZ Investment Advisory Services's Avangrid, Inc. position peaked at $2.11K in Q3 2024.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.