Global Retirement Partners’s Avangrid, Inc. AGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,144
| Closed | -$40.9K | – | 3805 |
|
|
2024
Q3 | $40.9K | Buy |
1,144
+19
| +2% | +$678 | ﹤0.01% | 1657 |
|
|
2024
Q2 | $40K | Buy |
1,125
+302
| +37% | +$10.9K | ﹤0.01% | 1653 |
|
|
2024
Q1 | $30K | Sell |
823
-550
| -40% | -$18K | ﹤0.01% | 1636 |
|
|
2023
Q4 | $43.8K | Buy |
1,373
+143
| +12% | +$4.46K | ﹤0.01% | 1433 |
|
|
2023
Q3 | $35.5K | Buy |
1,230
+362
| +42% | +$12.8K | ﹤0.01% | 1418 |
|
|
2023
Q2 | $32.7K | Buy |
868
+212
| +32% | +$8.32K | ﹤0.01% | 1463 |
|
|
2023
Q1 | $26.5K | Buy |
656
+543
| +481% | +$22.2K | ﹤0.01% | 1520 |
|
|
2022
Q4 | $4.86K | Buy |
113
+63
| +126% | +$2.61K | ﹤0.01% | 2033 |
|
|
2022
Q3 | $2K | Buy |
+50
| New | +$2.4K | ﹤0.01% | 2342 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$5K | – | 1728 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 1266 |
|
|
2018
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1184 |
|
|
2018
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 1239 |
|
|
2018
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 1216 |
|
|
2018
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 1167 |
|
|
2017
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1131 |
|
|
2017
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 1059 |
|
|
2017
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 999 |
|
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 958 |
|
|
2016
Q4 | $4K | Buy |
+100
| New | +$3.82K | ﹤0.01% | 890 |
|
Other funds holding AGR
Global Retirement Partners's AGR Position: Q4 2024 in Review
Global Retirement Partners sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 1,144 shares — an estimated $40.9K sold.
Global Retirement Partners first reported a position in AGR in Q4 2016 and held it in 19 quarters. The position peaked at $43.8K in Q4 2023. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.
- Global Retirement Partners reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
- Global Retirement Partners sold 1,144 Avangrid, Inc. shares in Q4 2024, an estimated $40.9K.
- Global Retirement Partners first reported a position in Avangrid, Inc. in Q4 2016 and held it in 19 quarters.
- Global Retirement Partners's Avangrid, Inc. position peaked at $43.8K in Q4 2023.
- 2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.
Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.