HB Wealth Management’s Avangrid, Inc. AGR Stock Holding History

HB Wealth Management’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
2024 Q4	–	Sell	-10,674	Closed	-$382K	–	1124
2024 Q3	$382K	Buy	10,674 +44	+0.4%	+$1.57K	﹤0.01%	675
2024 Q2	$378K	Sell	10,630 -163	-2%	-$5.88K	﹤0.01%	632
2024 Q1	$393K	Buy	+10,793	New	+$352K	﹤0.01%	566
2023 Q3	–	Sell	-5,445	Closed	-$205K	–	789
2023 Q2	$205K	Buy	+5,445	New	+$214K	﹤0.01%	676

Other funds holding AGR

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

HB Wealth Management's AGR Position: Q4 2024 in Review

HB Wealth Management sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 10,674 shares — an estimated $382K sold.

HB Wealth Management first reported a position in AGR in Q2 2023 and held it in 4 quarters. The position peaked at $393K in Q1 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

HB Wealth Management reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
HB Wealth Management sold 10,674 Avangrid, Inc. shares in Q4 2024, an estimated $382K.
HB Wealth Management first reported a position in Avangrid, Inc. in Q2 2023 and held it in 4 quarters.
HB Wealth Management's Avangrid, Inc. position peaked at $393K in Q1 2024.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on HB Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.