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CFM Wealth Partners’s Agilent Technologies A Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-865
Closed -$76K – 151
2020
Q2 		$76K Hold
865
– – 0.03% 230
2020
Q1 		$62K Sell
865
-450
-34% -$36.1K 0.03% 243
2019
Q4 		$118K Buy
+1,315
New +$104K 0.04% 190

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CFM Wealth Partners's A Position: Q3 2020 in Review

CFM Wealth Partners sold out of Agilent Technologies (A) in Q3 2020, closing a stake of 865 shares — an estimated $76K sold.

CFM Wealth Partners first reported a position in A in Q4 2019 and held it in 3 quarters. The position peaked at $118K in Q4 2019. 765 funds tracked by Wall St. Rank hold A as of Q3 2020.

  • CFM Wealth Partners reported no remaining Agilent Technologies position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 865 Agilent Technologies shares in Q3 2020, an estimated $76K.
  • CFM Wealth Partners first reported a position in Agilent Technologies in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Agilent Technologies position peaked at $118K in Q4 2019.
  • 765 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.