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Foundation Wealth Management (Missouri)’s Agilent Technologies A Stock Holding History

Foundation Wealth Management (Missouri)’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
2023
Q3 		– Sell
-1,899
Closed -$228K – 40
2023
Q2 		$228K Buy
+1,899
New +$242K 0.22% 36

Other funds holding A

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s A Position: Q3 2023 in Review

Foundation Wealth Management (Missouri) sold out of Agilent Technologies (A) in Q3 2023, closing a stake of 1,899 shares — an estimated $228K sold.

Foundation Wealth Management (Missouri) first reported a position in A in Q2 2023 and held it in 1 quarter. The position peaked at $228K in Q2 2023. 918 funds tracked by Wall St. Rank hold A as of Q3 2023.

  • Foundation Wealth Management (Missouri) reported no remaining Agilent Technologies position as of Q3 2023 after selling out during the quarter.
  • Foundation Wealth Management (Missouri) sold 1,899 Agilent Technologies shares in Q3 2023, an estimated $228K.
  • Foundation Wealth Management (Missouri) first reported a position in Agilent Technologies in Q2 2023 and held it in 1 quarter.
  • Foundation Wealth Management (Missouri)'s Agilent Technologies position peaked at $228K in Q2 2023.
  • 918 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2023.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q3 2023, filed 31 Oct 2023.