DiNuzzo Private Wealth’s Avangrid, Inc. AGR Stock Holding History

DiNuzzo Private Wealth’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	-6	Closed	-$215	–	1469
2024 Q3	$215	Hold	6	–	–	﹤0.01%	1290
2024 Q2	$214	Sell	6 -2	-25%	-$72	﹤0.01%	1258
2024 Q1	$292	Sell	8 -2	-20%	-$65	﹤0.01%	1127
2023 Q4	$325	Buy	+10	New	+$312	﹤0.01%	1103

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

DiNuzzo Private Wealth's AGR Position: Q4 2024 in Review

DiNuzzo Private Wealth sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 6 shares — an estimated $215 sold.

DiNuzzo Private Wealth first reported a position in AGR in Q4 2023 and held it in 4 quarters. The position peaked at $325 in Q4 2023. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

DiNuzzo Private Wealth reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
DiNuzzo Private Wealth sold 6 Avangrid, Inc. shares in Q4 2024, an estimated $215.
DiNuzzo Private Wealth first reported a position in Avangrid, Inc. in Q4 2023 and held it in 4 quarters.
DiNuzzo Private Wealth's Avangrid, Inc. position peaked at $325 in Q4 2023.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on DiNuzzo Private Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.