Creative Financial Designs’s Avangrid, Inc. AGR Stock Holding History

Creative Financial Designs’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	-27	Closed	-$966	–	1857
2024 Q3	$966	Buy	+27	New	+$964	﹤0.01%	1581
2022 Q1	–	Sell	-50	Closed	-$2K	–	1344
2021 Q4	$2K	Hold	50	–	–	﹤0.01%	1144
2021 Q3	$2K	Hold	50	–	–	﹤0.01%	1333
2021 Q2	$3K	Buy	+50	New	+$2.61K	﹤0.01%	1293

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

Creative Financial Designs's AGR Position: Q4 2024 in Review

Creative Financial Designs sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 27 shares — an estimated $966 sold.

Creative Financial Designs first reported a position in AGR in Q2 2021 and held it in 4 quarters. The position peaked at $3K in Q2 2021. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

Creative Financial Designs reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
Creative Financial Designs sold 27 Avangrid, Inc. shares in Q4 2024, an estimated $966.
Creative Financial Designs first reported a position in Avangrid, Inc. in Q2 2021 and held it in 4 quarters.
Creative Financial Designs's Avangrid, Inc. position peaked at $3K in Q2 2021.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Creative Financial Designs's 13F filing for Q4 2024, filed 10 Feb 2025.