GA
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Goldstein Advisors’s Agilent Technologies A Stock Holding History

Goldstein 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
2023
Q1 		– Sell
-1,396
Closed -$209K – 161
2022
Q4 		$209K Buy
+1,396
New +$199K 0.05% 131

Other funds holding A

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldstein Advisors's A Position: Q1 2023 in Review

Goldstein Advisors sold out of Agilent Technologies (A) in Q1 2023, closing a stake of 1,396 shares — an estimated $209K sold.

Goldstein Advisors first reported a position in A in Q4 2022 and held it in 1 quarter. The position peaked at $209K in Q4 2022. 983 funds tracked by Wall St. Rank hold A as of Q1 2023.

  • Goldstein Advisors reported no remaining Agilent Technologies position as of Q1 2023 after selling out during the quarter.
  • Goldstein Advisors sold 1,396 Agilent Technologies shares in Q1 2023, an estimated $209K.
  • Goldstein Advisors first reported a position in Agilent Technologies in Q4 2022 and held it in 1 quarter.
  • Goldstein Advisors's Agilent Technologies position peaked at $209K in Q4 2022.
  • 983 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2023.

Based on Goldstein Advisors's 13F filing for Q1 2023, filed 9 May 2023.