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Endowment Wealth Management’s Agilent Technologies A Stock Holding History

Endowment 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
Q2 		– Sell
-1,666
Closed -$220K – 114
2022
Q1 		$220K Buy
1,666
+181
+12% +$24.9K 0.23% 102
2021
Q4 		$237K Buy
+1,485
New +$231K 0.24% 90

Other funds holding A

BlackRock
BlackRock New York $5.72T 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Endowment Wealth Management's A Position: Q2 2022 in Review

Endowment Wealth Management sold out of Agilent Technologies (A) in Q2 2022, closing a stake of 1,666 shares — an estimated $220K sold.

Endowment Wealth Management first reported a position in A in Q4 2021 and held it in 2 quarters. The position peaked at $237K in Q4 2021. 884 funds tracked by Wall St. Rank hold A as of Q2 2022.

  • Endowment Wealth Management reported no remaining Agilent Technologies position as of Q2 2022 after selling out during the quarter.
  • Endowment Wealth Management sold 1,666 Agilent Technologies shares in Q2 2022, an estimated $220K.
  • Endowment Wealth Management first reported a position in Agilent Technologies in Q4 2021 and held it in 2 quarters.
  • Endowment Wealth Management's Agilent Technologies position peaked at $237K in Q4 2021.
  • 884 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2022.

Based on Endowment Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.