CFO
AGR

CVA Family Office’s Avangrid, Inc. AGR Stock Holding History

CVA Family Office’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
-280
Closed -$10K – 1350
2024
Q3 		$10K Buy
280
+233
+496% +$8.31K ﹤0.01% 757
2024
Q2 		$1.67K Buy
+47
New +$1.7K ﹤0.01% 991
2023
Q3 		– Sell
-100
Closed -$3.77K – 997
2023
Q2 		$3.77K Sell
100
-30
-23% -$1.18K ﹤0.01% 833
2023
Q1 		$5.18K Buy
130
+75
+136% +$3.07K ﹤0.01% 770
2022
Q4 		$2.36K Buy
+55
New +$2.28K ﹤0.01% 817
2022
Q2 		– Sell
-30
Closed -$1K – 1009
2022
Q1 		$1K Sell
30
-5
-14% -$229 ﹤0.01% 939
2021
Q4 		$2K Sell
35
-910
-96% -$46.1K ﹤0.01% 855
2021
Q3 		$48K Sell
945
-35
-4% -$1.84K 0.03% 190
2021
Q2 		$50K Hold
980
– – 0.01% 368
2021
Q1 		$49K Buy
980
+35
+4% +$1.64K 0.02% 277
2020
Q4 		$43K Hold
945
– – 0.03% 208
2020
Q3 		$48K Buy
+945
New +$45.5K 0.03% 190

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

CVA Family Office's AGR Position: Q4 2024 in Review

CVA Family Office sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 280 shares — an estimated $10K sold.

CVA Family Office first reported a position in AGR in Q3 2020 and held it in 12 quarters. The position peaked at $50K in Q2 2021. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

  • CVA Family Office reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
  • CVA Family Office sold 280 Avangrid, Inc. shares in Q4 2024, an estimated $10K.
  • CVA Family Office first reported a position in Avangrid, Inc. in Q3 2020 and held it in 12 quarters.
  • CVA Family Office's Avangrid, Inc. position peaked at $50K in Q2 2021.
  • 2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on CVA Family Office's 13F filing for Q4 2024, filed 7 Jan 2025.