FormulaFolio Investments’s Avangrid, Inc. AGR Stock Holding History

FormulaFolio Investments’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 Q1	–	Sell	-4,762	Closed	-$216K	–	833
2020 Q4	$216K	Buy	4,762 +443	+10%	+$21.8K	﹤0.01%	617
2020 Q3	$218K	Buy	+4,319	New	+$208K	0.01%	293
2020 Q1	–	Sell	-4,319	Closed	-$221K	–	388
2019 Q4	$221K	Hold	4,319	–	–	0.01%	341
2019 Q3	$226K	Hold	4,319	–	–	0.01%	314
2019 Q2	$218K	Hold	4,319	–	–	0.01%	298
2019 Q1	$217K	Buy	+4,319	New	+$213K	0.01%	311

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FormulaFolio Investments's AGR Position: Q1 2021 in Review

FormulaFolio Investments sold out of Avangrid, Inc. (AGR) in Q1 2021, closing a stake of 4,762 shares — an estimated $216K sold.

FormulaFolio Investments first reported a position in AGR in Q1 2019 and held it in 6 quarters. The position peaked at $226K in Q3 2019. 274 funds tracked by Wall St. Rank hold AGR as of Q1 2021.

FormulaFolio Investments reported no remaining Avangrid, Inc. position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 4,762 Avangrid, Inc. shares in Q1 2021, an estimated $216K.
FormulaFolio Investments first reported a position in Avangrid, Inc. in Q1 2019 and held it in 6 quarters.
FormulaFolio Investments's Avangrid, Inc. position peaked at $226K in Q3 2019.
274 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.