Covestor’s Avangrid, Inc. AGR Stock Holding History

Covestor’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	-315	Closed	-$11K	–	2860
2024 Q3	$11K	Sell	315 -2,012	-86%	-$71.8K	0.01%	1535
2024 Q2	$82K	Sell	2,327 -10	-0.4%	-$361	0.05%	615
2024 Q1	$85K	Buy	2,337 +2,007	+608%	+$65.5K	0.05%	633
2023 Q4	$11K	Buy	330 +1	+0.3%	+$31	0.01%	1529
2023 Q3	$10K	Sell	329 -100	-23%	-$3.53K	0.01%	1458
2023 Q2	$16K	Buy	429 +104	+32%	+$4.08K	0.01%	1245
2023 Q1	$13K	Sell	325 -3,196	-91%	-$131K	0.01%	1203
2022 Q4	$151K	Buy	3,521 +1,544	+78%	+$64K	0.12%	211
2022 Q3	$82K	Sell	1,977 -1,615	-45%	-$77.5K	0.07%	461
2022 Q2	$166K	Buy	3,592 +417	+13%	+$19.3K	0.13%	165
2022 Q1	$148K	Buy	3,175 +2,345	+283%	+$107K	0.1%	281
2021 Q4	$41K	Buy	+830	New	+$42.1K	0.06%	658

Other funds holding AGR

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Covestor's AGR Position: Q4 2024 in Review

Covestor sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 315 shares — an estimated $11K sold.

Covestor first reported a position in AGR in Q4 2021 and held it in 12 quarters. The position peaked at $166K in Q2 2022. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

Covestor reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
Covestor sold 315 Avangrid, Inc. shares in Q4 2024, an estimated $11K.
Covestor first reported a position in Avangrid, Inc. in Q4 2021 and held it in 12 quarters.
Covestor's Avangrid, Inc. position peaked at $166K in Q2 2022.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

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