HWMA
AGR

Heritage Wealth Management (Arizona)’s Avangrid, Inc. AGR Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q2 		– Sell
-990
Closed -$49K – 936
2021
Q1 		$49K Buy
+990
New +$46.4K 0.03% 378

Other funds holding AGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AGR Position: Q2 2021 in Review

Heritage Wealth Management (Arizona) sold out of Avangrid, Inc. (AGR) in Q2 2021, closing a stake of 990 shares — an estimated $49K sold.

Heritage Wealth Management (Arizona) first reported a position in AGR in Q1 2021 and held it in 1 quarter. The position peaked at $49K in Q1 2021. 282 funds tracked by Wall St. Rank hold AGR as of Q2 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Avangrid, Inc. position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 990 Avangrid, Inc. shares in Q2 2021, an estimated $49K.
  • Heritage Wealth Management (Arizona) first reported a position in Avangrid, Inc. in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Avangrid, Inc. position peaked at $49K in Q1 2021.
  • 282 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q2 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 11 Aug 2021.