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Cherry Tree Wealth Management’s Agilent Technologies A Stock Holding History

Cherry Tree Wealth Management’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
2024
Q4 		– Sell
-37
Closed -$5.49K – 645
2024
Q3 		$5.49K Hold
37
– – ﹤0.01% 473
2024
Q2 		$4.8K Hold
37
– – ﹤0.01% 462
2024
Q1 		$5.38K Hold
37
– – ﹤0.01% 431
2023
Q4 		$5.14K Hold
37
– – ﹤0.01% 426
2023
Q3 		$4.14K Hold
37
– – ﹤0.01% 424
2023
Q2 		$4.45K Buy
+37
New +$4.71K ﹤0.01% 417

Other funds holding A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Cherry Tree Wealth Management's A Position: Q4 2024 in Review

Cherry Tree Wealth Management sold out of Agilent Technologies (A) in Q4 2024, closing a stake of 37 shares — an estimated $5.49K sold.

Cherry Tree Wealth Management first reported a position in A in Q2 2023 and held it in 6 quarters. The position peaked at $5.49K in Q3 2024. 1,077 funds tracked by Wall St. Rank hold A as of Q4 2024.

  • Cherry Tree Wealth Management reported no remaining Agilent Technologies position as of Q4 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 37 Agilent Technologies shares in Q4 2024, an estimated $5.49K.
  • Cherry Tree Wealth Management first reported a position in Agilent Technologies in Q2 2023 and held it in 6 quarters.
  • Cherry Tree Wealth Management's Agilent Technologies position peaked at $5.49K in Q3 2024.
  • 1,077 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.