Geller Advisors’s Agilent Technologies A Stock Holding History

Geller Advisors’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
2024 Q4	–	Sell	-1,451	Closed	-$215K	–	254
2024 Q3	$215K	Buy	+1,451	New	+$199K	0.01%	251
2024 Q2	–	Sell	-1,457	Closed	-$212K	–	265
2024 Q1	$212K	Sell	1,457 -361	-20%	-$49.4K	0.02%	261
2023 Q4	$253K	Buy	+1,818	New	+$216K	0.02%	225
2023 Q3	–	Sell	-1,854	Closed	-$223K	–	247
2023 Q2	$223K	Buy	1,854 +91	+5%	+$11.6K	0.03%	228
2023 Q1	$244K	Buy	1,763 +198	+13%	+$28.9K	0.04%	149
2022 Q4	$235K	Buy	+1,565	New	+$223K	0.04%	130
2022 Q2	–	Sell	-1,602	Closed	-$212K	–	136
2022 Q1	$212K	Buy	1,602 +250	+18%	+$34.4K	0.04%	159
2021 Q4	$216K	Buy	1,352 +1	+0.1%	+$156	0.04%	165
2021 Q3	$213K	Sell	1,351 -176	-12%	-$28.5K	0.05%	146
2021 Q2	$226K	Buy	+1,527	New	+$208K	0.05%	120

Other funds holding A

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geller Advisors's A Position: Q4 2024 in Review

Geller Advisors sold out of Agilent Technologies (A) in Q4 2024, closing a stake of 1,451 shares — an estimated $215K sold.

Geller Advisors first reported a position in A in Q2 2021 and held it in 10 quarters. The position peaked at $253K in Q4 2023. 1,077 funds tracked by Wall St. Rank hold A as of Q4 2024.

Geller Advisors reported no remaining Agilent Technologies position as of Q4 2024 after selling out during the quarter.
Geller Advisors sold 1,451 Agilent Technologies shares in Q4 2024, an estimated $215K.
Geller Advisors first reported a position in Agilent Technologies in Q2 2021 and held it in 10 quarters.
Geller Advisors's Agilent Technologies position peaked at $253K in Q4 2023.
1,077 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.