CPA
AGR

Clear Point Advisors’s Avangrid, Inc. AGR Stock Holding History

Clear Point Advisors’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
-200
Closed -$7.16K – 571
2024
Q3 		$7.16K Hold
200
– – 0.01% 366
2024
Q2 		$7.11K Hold
200
– – 0.01% 360
2024
Q1 		$7.29K Hold
200
– – 0.01% 357
2023
Q4 		$6.48K Buy
+200
New +$6.23K 0.01% 351

Other funds holding AGR

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Clear Point Advisors's AGR Position: Q4 2024 in Review

Clear Point Advisors sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 200 shares — an estimated $7.16K sold.

Clear Point Advisors first reported a position in AGR in Q4 2023 and held it in 4 quarters. The position peaked at $7.29K in Q1 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

  • Clear Point Advisors reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 200 Avangrid, Inc. shares in Q4 2024, an estimated $7.16K.
  • Clear Point Advisors first reported a position in Avangrid, Inc. in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Avangrid, Inc. position peaked at $7.29K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.