Gradient Investments’s Avangrid, Inc. AGR Stock Holding History

Gradient Investments’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
2022 Q4	–	Sell	-116	Closed	-$5K	–	1680
2022 Q3	$5K	Buy	+116	New	+$5.57K	﹤0.01%	979

Other funds holding AGR

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

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

Gradient Investments's AGR Position: Q4 2022 in Review

Gradient Investments sold out of Avangrid, Inc. (AGR) in Q4 2022, closing a stake of 116 shares — an estimated $5K sold.

Gradient Investments first reported a position in AGR in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 319 funds tracked by Wall St. Rank hold AGR as of Q4 2022.

Gradient Investments reported no remaining Avangrid, Inc. position as of Q4 2022 after selling out during the quarter.
Gradient Investments sold 116 Avangrid, Inc. shares in Q4 2022, an estimated $5K.
Gradient Investments first reported a position in Avangrid, Inc. in Q3 2022 and held it in 1 quarter.
Gradient Investments's Avangrid, Inc. position peaked at $5K in Q3 2022.
319 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.