Fortitude Family Office’s Avangrid, Inc. AGR Stock Holding History

Fortitude Family Office’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	-388	Closed	-$13.9K	–	1389
2024 Q3	$13.9K	Buy	388 +333	+605%	+$11.9K	0.01%	499
2024 Q2	$1.95K	Hold	55	–	–	﹤0.01%	809
2024 Q1	$2K	Sell	55 -74	-57%	-$2.42K	﹤0.01%	825
2023 Q4	$4.18K	Buy	+129	New	+$4.02K	﹤0.01%	745

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

Fortitude Family Office's AGR Position: Q4 2024 in Review

Fortitude Family Office sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 388 shares — an estimated $13.9K sold.

Fortitude Family Office first reported a position in AGR in Q4 2023 and held it in 4 quarters. The position peaked at $13.9K in Q3 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

Fortitude Family Office reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
Fortitude Family Office sold 388 Avangrid, Inc. shares in Q4 2024, an estimated $13.9K.
Fortitude Family Office first reported a position in Avangrid, Inc. in Q4 2023 and held it in 4 quarters.
Fortitude Family Office's Avangrid, Inc. position peaked at $13.9K in Q3 2024.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Fortitude Family Office's 13F filing for Q4 2024, filed 10 Jan 2025.