EverSource Wealth Advisors’s Avangrid, Inc. AGR Stock Holding History

EverSource Wealth Advisors’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	-910	Closed	-$32.6K	–	3823
2024 Q3	$32.6K	Buy	910 +248	+37%	+$8.85K	﹤0.01%	1253
2024 Q2	$23.6K	Sell	662 -30	-4%	-$1.08K	﹤0.01%	1422
2024 Q1	$25.3K	Buy	692 +220	+47%	+$7.18K	﹤0.01%	1255
2023 Q4	$15.3K	Buy	472 +20	+4%	+$623	﹤0.01%	1371
2023 Q3	$13.6K	Buy	452 +426	+1,638%	+$15.1K	﹤0.01%	1276
2023 Q2	$980	Sell	26 -1,397	-98%	-$54.8K	﹤0.01%	2238
2023 Q1	$56.7K	Buy	1,423 +212	+18%	+$8.67K	0.01%	744
2022 Q4	$52K	Sell	1,211 -1,000	-45%	-$41.4K	0.01%	748
2022 Q3	$92K	Buy	+2,211	New	+$106K	0.02%	451

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

EverSource Wealth Advisors's AGR Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 910 shares — an estimated $32.6K sold.

EverSource Wealth Advisors first reported a position in AGR in Q3 2022 and held it in 9 quarters. The position peaked at $92K in Q3 2022. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

EverSource Wealth Advisors reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 910 Avangrid, Inc. shares in Q4 2024, an estimated $32.6K.
EverSource Wealth Advisors first reported a position in Avangrid, Inc. in Q3 2022 and held it in 9 quarters.
EverSource Wealth Advisors's Avangrid, Inc. position peaked at $92K in Q3 2022.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.