Cerity Partners’s Avangrid, Inc. AGR Stock Holding History

Cerity Partners’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	-16,390	Closed	-$587K	–	2637
2024 Q3	$587K	Buy	16,390 +7,866	+92%	+$281K	﹤0.01%	1689
2024 Q2	$303K	Sell	8,524 -3,113	-27%	-$112K	﹤0.01%	1816
2024 Q1	$424K	Buy	+11,637	New	+$380K	﹤0.01%	1674

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

Cerity Partners's AGR Position: Q4 2024 in Review

Cerity Partners sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 16,390 shares — an estimated $587K sold.

Cerity Partners first reported a position in AGR in Q1 2024 and held it in 3 quarters. The position peaked at $587K in Q3 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

Cerity Partners reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
Cerity Partners sold 16,390 Avangrid, Inc. shares in Q4 2024, an estimated $587K.
Cerity Partners first reported a position in Avangrid, Inc. in Q1 2024 and held it in 3 quarters.
Cerity Partners's Avangrid, Inc. position peaked at $587K in Q3 2024.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.