FAIM
AGNT

Financial Advocates Investment Management’s AGNT Inc AGNT Stock Holding History

Financial Advocates Investment Management’s Portfolio AGNT Stock Details AGNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,180
Closed -$99.6K – 672
2025
Q1 		$99.6K Sell
10,180
-900
-8% -$9.56K 0.01% 702
2024
Q4 		$128K Sell
11,080
-300
-3% -$3.95K 0.01% 719
2024
Q3 		$160K Buy
11,380
+1,000
+10% +$12.9K 0.01% 725
2024
Q2 		$117K Buy
+10,380
New +$114K 0.01% 700
2024
Q1 		– Sell
-10,480
Closed -$163K – 785
2023
Q4 		$163K Sell
10,480
-200
-2% -$2.8K 0.01% 691
2023
Q3 		$173K Sell
10,680
-300
-3% -$6.19K 0.01% 661
2023
Q2 		$223K Sell
10,980
-4,600
-30% -$68.8K 0.02% 615
2023
Q1 		$198K Buy
15,580
+200
+1% +$2.67K 0.01% 689
2022
Q4 		$170K Sell
15,380
-700
-4% -$8.48K 0.01% 703
2022
Q3 		$180K Sell
16,080
-510
-3% -$7.11K 0.01% 701
2022
Q2 		$196K Sell
16,590
-2,550
-13% -$36.9K 0.02% 630
2022
Q1 		$405K Sell
19,140
-406
-2% -$10.6K 0.03% 496
2021
Q4 		$655K Sell
19,546
-190
-1% -$7.83K 0.04% 425
2021
Q3 		$784K Buy
19,736
+2,090
+12% +$89.5K 0.05% 369
2021
Q2 		$694K Buy
17,646
+11,122
+170% +$383K 0.05% 401
2021
Q1 		$298K Buy
+6,524
New +$348K 0.02% 607

Other funds holding AGNT

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Advocates Investment Management's AGNT Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of AGNT Inc (AGNT) in Q2 2025, closing a stake of 10,180 shares — an estimated $99.6K sold.

Financial Advocates Investment Management first reported a position in AGNT in Q1 2021 and held it in 16 quarters. The position peaked at $784K in Q3 2021. 212 funds tracked by Wall St. Rank hold AGNT as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining AGNT Inc position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,180 AGNT Inc shares in Q2 2025, an estimated $99.6K.
  • Financial Advocates Investment Management first reported a position in AGNT Inc in Q1 2021 and held it in 16 quarters.
  • Financial Advocates Investment Management's AGNT Inc position peaked at $784K in Q3 2021.
  • 212 funds tracked by Wall St. Rank held AGNT Inc as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.