CA
AGR

Crewe Advisors’s Avangrid, Inc. AGR Stock Holding History

Crewe 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
2023
Q1 		– Sell
-28
Closed -$1.2K – 1054
2022
Q4 		$1.2K Sell
28
-32
-53% -$1.33K ﹤0.01% 903
2022
Q3 		$3K Buy
60
+32
+114% +$1.54K ﹤0.01% 1005
2022
Q2 		$1K Buy
+28
New +$1.3K ﹤0.01% 1119

Other funds holding AGR

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
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Crewe Advisors's AGR Position: Q1 2023 in Review

Crewe Advisors sold out of Avangrid, Inc. (AGR) in Q1 2023, closing a stake of 28 shares — an estimated $1.2K sold.

Crewe Advisors first reported a position in AGR in Q2 2022 and held it in 3 quarters. The position peaked at $3K in Q3 2022. 295 funds tracked by Wall St. Rank hold AGR as of Q1 2023.

  • Crewe Advisors reported no remaining Avangrid, Inc. position as of Q1 2023 after selling out during the quarter.
  • Crewe Advisors sold 28 Avangrid, Inc. shares in Q1 2023, an estimated $1.2K.
  • Crewe Advisors first reported a position in Avangrid, Inc. in Q2 2022 and held it in 3 quarters.
  • Crewe Advisors's Avangrid, Inc. position peaked at $3K in Q3 2022.
  • 295 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.