FIM
AGR

Freedom Investment Management’s Avangrid, Inc. AGR Stock Holding History

Freedom Investment Management’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
2022
Q2 		– Sell
-25,955
Closed -$1.21M – 856
2022
Q1 		$1.21M Sell
25,955
-3,403
-12% -$156K 0.11% 242
2021
Q4 		$1.46M Buy
29,358
+1,517
+5% +$76.9K 0.11% 247
2021
Q3 		$1.35M Buy
27,841
+15,030
+117% +$791K 0.1% 258
2021
Q2 		$659K Buy
12,811
+928
+8% +$48.4K 0.05% 452
2021
Q1 		$592K Buy
+11,883
New +$557K 0.05% 466

Other funds holding AGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Freedom Investment Management's AGR Position: Q2 2022 in Review

Freedom Investment Management sold out of Avangrid, Inc. (AGR) in Q2 2022, closing a stake of 25,955 shares — an estimated $1.21M sold.

Freedom Investment Management first reported a position in AGR in Q1 2021 and held it in 5 quarters. The position peaked at $1.46M in Q4 2021. 292 funds tracked by Wall St. Rank hold AGR as of Q2 2022.

  • Freedom Investment Management reported no remaining Avangrid, Inc. position as of Q2 2022 after selling out during the quarter.
  • Freedom Investment Management sold 25,955 Avangrid, Inc. shares in Q2 2022, an estimated $1.21M.
  • Freedom Investment Management first reported a position in Avangrid, Inc. in Q1 2021 and held it in 5 quarters.
  • Freedom Investment Management's Avangrid, Inc. position peaked at $1.46M in Q4 2021.
  • 292 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q2 2022.

Based on Freedom Investment Management's 13F filing for Q2 2022, filed 8 Aug 2022.