CIBC Private Wealth Group’s Avangrid, Inc. AGR Stock Holding History

CIBC Private Wealth Group’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	-45	Closed	-$1.61K	–	3228
2024 Q3	$1.61K	Sell	45 -2	-4%	-$71	﹤0.01%	2839
2024 Q2	$1.65K	Buy	47 +2	+4%	+$72	﹤0.01%	2797
2024 Q1	$1.62K	Buy	+45	New	+$1.47K	﹤0.01%	2789
2020 Q4	–	Sell	-144,334	Closed	-$7.28M	–	1012
2020 Q3	$7.28M	Sell	144,334 -32,054	-18%	-$1.54M	0.02%	332
2020 Q2	$7.41M	Buy	+176,388	New	+$7.57M	0.04%	271
2018 Q4	–	Sell	-58,929	Closed	-$2.82M	–	971
2018 Q3	$2.82M	Buy	+58,929	New	+$2.97M	0.01%	443
2018 Q2	–	Sell	-25	Closed	-$1K	–	2118
2018 Q1	$1K	Buy	+25	New	+$1.22K	﹤0.01%	1890

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

CIBC Private Wealth Group's AGR Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 45 shares — an estimated $1.61K sold.

CIBC Private Wealth Group first reported a position in AGR in Q1 2018 and held it in 7 quarters. The position peaked at $7.41M in Q2 2020. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

CIBC Private Wealth Group reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
CIBC Private Wealth Group sold 45 Avangrid, Inc. shares in Q4 2024, an estimated $1.61K.
CIBC Private Wealth Group first reported a position in Avangrid, Inc. in Q1 2018 and held it in 7 quarters.
CIBC Private Wealth Group's Avangrid, Inc. position peaked at $7.41M in Q2 2020.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.