EWM
A icon

Elmwood Wealth Management’s Agilent Technologies A Stock Holding History

Elmwood Wealth Management’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-500
Closed -$80K – 114
2021
Q4 		$80K Buy
+500
New +$77.9K 0.04% 163
2021
Q2 		$74K Hold
500
– – 0.04% 149
2021
Q1 		$64K Buy
+500
New +$61.8K 0.04% 150
2020
Q3 		$44K Hold
500
– – 0.04% 137
2020
Q2 		$44K Sell
500
-268
-35% -$22K 0.04% 137
2020
Q1 		$51.4K Buy
+768
New +$61.7K 0.05% 125
2019
Q4 		– Sell
-500
Closed -$38K – 87
2019
Q3 		$38K Hold
500
– – 0.04% 121
2019
Q2 		$37K Hold
500
– – 0.03% 134
2019
Q1 		$40K Sell
500
-168
-25% -$12.8K 0.04% 130
2018
Q4 		$45K Hold
668
– – 0.04% 131
2018
Q3 		$47.1K Sell
668
-100
-13% -$6.62K 0.04% 137
2018
Q2 		$47.5K Hold
768
– – 0.04% 133
2018
Q1 		$51.4K Buy
+768
New +$53.8K 0.05% 125

Other funds holding A

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return