Farther Finance Advisors’s Avangrid, Inc. AGR Stock Holding History

Farther Finance 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	-390	Closed	-$14K	–	4179
2024 Q3	$14K	Buy	390 +8	+2%	+$285	﹤0.01%	2222
2024 Q2	$13.5K	Buy	382 +148	+63%	+$5.34K	﹤0.01%	1945
2024 Q1	$8.43K	Sell	234 -674	-74%	-$22K	﹤0.01%	1829
2023 Q4	$29.4K	Buy	908 +855	+1,613%	+$26.6K	﹤0.01%	1215
2023 Q3	$1.6K	Buy	53 +19	+56%	+$671	﹤0.01%	1940
2023 Q2	$1.28K	Buy	34 +9	+36%	+$353	﹤0.01%	1898
2023 Q1	$997	Hold	25	–	–	﹤0.01%	1845
2022 Q4	$1.07K	Buy	+25	New	+$1.04K	﹤0.01%	1634

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

Farther Finance Advisors's AGR Position: Q4 2024 in Review

Farther Finance Advisors sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 390 shares — an estimated $14K sold.

Farther Finance Advisors first reported a position in AGR in Q4 2022 and held it in 8 quarters. The position peaked at $29.4K in Q4 2023. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

Farther Finance Advisors reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
Farther Finance Advisors sold 390 Avangrid, Inc. shares in Q4 2024, an estimated $14K.
Farther Finance Advisors first reported a position in Avangrid, Inc. in Q4 2022 and held it in 8 quarters.
Farther Finance Advisors's Avangrid, Inc. position peaked at $29.4K in Q4 2023.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

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