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Gupta Wealth Management’s Agilent Technologies A Stock Holding History

Gupta 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
2016
Q1 		$32K Buy
797
+389
+95% +$14.8K 0.01% 548
2015
Q4 		$17K Hold
408
– – ﹤0.01% 701
2015
Q3 		$14K Sell
408
-90
-18% -$3.4K ﹤0.01% 802
2015
Q2 		$19K Buy
498
+465
+1,409% +$19.3K ﹤0.01% 743
2015
Q1 		$1K Buy
+33
New +$1.33K ﹤0.01% 1075

Other funds holding A

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Gupta Wealth Management's A Position: Q1 2016 in Review

Gupta Wealth Management increased its Agilent Technologies (A) stake by 95% in Q1 2016, buying an estimated $14.8K and bringing the position to 797 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #548.

Gupta Wealth Management first reported a position in A in Q1 2015 and has held it in 5 quarters since. 558 funds tracked by Wall St. Rank hold A as of Q1 2016.

  • Gupta Wealth Management held 797 shares of Agilent Technologies worth $32K as of Q1 2016.
  • Gupta Wealth Management bought 389 Agilent Technologies shares in Q1 2016, an estimated $14.8K.
  • Agilent Technologies made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #548 holding.
  • Gupta Wealth Management first reported a position in Agilent Technologies in Q1 2015 and has held it in 5 quarters since.
  • 558 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.