Evoke Wealth’s Avangrid, Inc. AGR Stock Holding History

Evoke 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
2021 Q2	–	Sell	-64	Closed	-$3K	–	1244
2021 Q1	$3K	Buy	+64	New	+$3K	﹤0.01%	984

Other funds holding AGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth's AGR Position: Q2 2021 in Review

Evoke Wealth sold out of Avangrid, Inc. (AGR) in Q2 2021, closing a stake of 64 shares — an estimated $3K sold.

Evoke Wealth first reported a position in AGR in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 282 funds tracked by Wall St. Rank hold AGR as of Q2 2021.

Evoke Wealth reported no remaining Avangrid, Inc. position as of Q2 2021 after selling out during the quarter.
Evoke Wealth sold 64 Avangrid, Inc. shares in Q2 2021, an estimated $3K.
Evoke Wealth first reported a position in Avangrid, Inc. in Q1 2021 and held it in 1 quarter.
Evoke Wealth's Avangrid, Inc. position peaked at $3K in Q1 2021.
282 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q2 2021.

Based on Evoke Wealth's 13F filing for Q2 2021, filed 5 Aug 2021.