GKWIM
AGR

Gerber Kawasaki Wealth & Investment Management’s Avangrid, Inc. AGR Stock Holding History

Gerber Kawasaki Wealth & 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
2021
Q4 		– Sell
-250
Closed -$12K – 1170
2021
Q3 		$12K Buy
+250
New +$13.2K ﹤0.01% 608

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's AGR Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Avangrid, Inc. (AGR) in Q4 2021, closing a stake of 250 shares — an estimated $12K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in AGR in Q3 2021 and held it in 1 quarter. The position peaked at $12K in Q3 2021. 296 funds tracked by Wall St. Rank hold AGR as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Avangrid, Inc. position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 250 Avangrid, Inc. shares in Q4 2021, an estimated $12K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Avangrid, Inc. in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Avangrid, Inc. position peaked at $12K in Q3 2021.
  • 296 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.