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Exencial Wealth Advisors’s Agilent Technologies A Stock Holding History

Exencial Wealth Advisors’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
Q4 		– Sell
-1,380
Closed -$205K – 501
2024
Q3 		$205K Buy
+1,380
New +$189K 0.01% 482

Other funds holding A

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Exencial Wealth Advisors's A Position: Q4 2024 in Review

Exencial Wealth Advisors sold out of Agilent Technologies (A) in Q4 2024, closing a stake of 1,380 shares — an estimated $205K sold.

Exencial Wealth Advisors first reported a position in A in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 1,077 funds tracked by Wall St. Rank hold A as of Q4 2024.

  • Exencial Wealth Advisors reported no remaining Agilent Technologies position as of Q4 2024 after selling out during the quarter.
  • Exencial Wealth Advisors sold 1,380 Agilent Technologies shares in Q4 2024, an estimated $205K.
  • Exencial Wealth Advisors first reported a position in Agilent Technologies in Q3 2024 and held it in 1 quarter.
  • Exencial Wealth Advisors's Agilent Technologies position peaked at $205K in Q3 2024.
  • 1,077 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2024.

Based on Exencial Wealth Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.