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Golden State Wealth Management’s Agilent Technologies A Stock Holding History

Golden State Wealth Management’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
2020
Q2 		– Sell
-6
Closed – – 205
2020
Q1 		$0 Buy
+6
New +$482 ﹤0.01% 965
2019
Q4 		– Sell
-615
Closed -$47K – 55
2019
Q3 		$47K Hold
615
– – 0.02% 440
2019
Q2 		$45K Hold
615
– – 0.01% 478
2019
Q1 		$49K Buy
+615
New +$46.7K 0.02% 447

Other funds holding A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Golden State Wealth Management's A Position: Q2 2020 in Review

Golden State Wealth Management sold out of Agilent Technologies (A) in Q2 2020, closing a stake of 6 shares.

Golden State Wealth Management first reported a position in A in Q1 2019 and held it in 4 quarters. The position peaked at $49K in Q1 2019. 745 funds tracked by Wall St. Rank hold A as of Q2 2020.

  • Golden State Wealth Management reported no remaining Agilent Technologies position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 6 Agilent Technologies shares in Q2 2020.
  • Golden State Wealth Management first reported a position in Agilent Technologies in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Agilent Technologies position peaked at $49K in Q1 2019.
  • 745 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.