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Evermay Wealth Management’s Agilent Technologies A Stock Holding History

Evermay 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
2024
Q1 		– Sell
-3
Closed -$418 – 612
2023
Q4 		$418 Buy
+3
New +$357 ﹤0.01% 578
2021
Q3 		– Sell
-51
Closed -$8K – 446
2021
Q2 		$8K Buy
+51
New +$6.96K ﹤0.01% 415

Other funds holding A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evermay Wealth Management's A Position: Q1 2024 in Review

Evermay Wealth Management sold out of Agilent Technologies (A) in Q1 2024, closing a stake of 3 shares — an estimated $418 sold.

Evermay Wealth Management first reported a position in A in Q2 2021 and held it in 2 quarters. The position peaked at $8K in Q2 2021. 1,014 funds tracked by Wall St. Rank hold A as of Q1 2024.

  • Evermay Wealth Management reported no remaining Agilent Technologies position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 3 Agilent Technologies shares in Q1 2024, an estimated $418.
  • Evermay Wealth Management first reported a position in Agilent Technologies in Q2 2021 and held it in 2 quarters.
  • Evermay Wealth Management's Agilent Technologies position peaked at $8K in Q2 2021.
  • 1,014 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.