CSat Investment Advisory’s Avangrid, Inc. AGR Stock Holding History

CSat Investment Advisory’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
2020 Q4	–	Sell	-1,003	Closed	-$51K	–	998
2020 Q3	$51K	Buy	1,003 +95	+10%	+$4.57K	﹤0.01%	668
2020 Q2	$38K	Buy	908 +190	+26%	+$8.15K	﹤0.01%	712
2020 Q1	$31K	Buy	718 +46	+7%	+$2.31K	0.01%	649
2019 Q4	$34K	Buy	672 +160	+31%	+$7.96K	0.01%	672
2019 Q3	$27K	Buy	512 +48	+10%	+$2.41K	0.01%	653
2019 Q2	$23K	Buy	+464	New	+$23.6K	0.01%	669

Other funds holding AGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSat Investment Advisory's AGR Position: Q4 2020 in Review

CSat Investment Advisory sold out of Avangrid, Inc. (AGR) in Q4 2020, closing a stake of 1,003 shares — an estimated $51K sold.

CSat Investment Advisory first reported a position in AGR in Q2 2019 and held it in 6 quarters. The position peaked at $51K in Q3 2020. 265 funds tracked by Wall St. Rank hold AGR as of Q4 2020.

CSat Investment Advisory reported no remaining Avangrid, Inc. position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 1,003 Avangrid, Inc. shares in Q4 2020, an estimated $51K.
CSat Investment Advisory first reported a position in Avangrid, Inc. in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's Avangrid, Inc. position peaked at $51K in Q3 2020.
265 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.