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Executive Wealth Management’s Agilent Technologies A Stock Holding History

Executive 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
2019
Q3 		– Sell
-9
Closed -$1K – 134
2019
Q2 		$1K Hold
9
– – ﹤0.01% 831
2019
Q1 		$1K Sell
9
-9
-50% -$683 ﹤0.01% 767
2018
Q4 		$1K Buy
+18
New +$1.21K ﹤0.01% 796

Other funds holding A

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Executive Wealth Management's A Position: Q3 2019 in Review

Executive Wealth Management sold out of Agilent Technologies (A) in Q3 2019, closing a stake of 9 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in A in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 700 funds tracked by Wall St. Rank hold A as of Q3 2019.

  • Executive Wealth Management reported no remaining Agilent Technologies position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 9 Agilent Technologies shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in Agilent Technologies in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Agilent Technologies position peaked at $1K in Q2 2019.
  • 700 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.