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IAG Wealth Partners’s Agilent Technologies A Stock Holding History

IAG Wealth Partners’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
2022
Q4 		– Sell
-20
Closed -$2K – 435
2022
Q3 		$2K Hold
20
– – ﹤0.01% 389
2022
Q2 		$2K Hold
20
– – ﹤0.01% 378
2022
Q1 		$3K Buy
+20
New +$2.75K ﹤0.01% 377

Other funds holding A

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IAG Wealth Partners's A Position: Q4 2022 in Review

IAG Wealth Partners sold out of Agilent Technologies (A) in Q4 2022, closing a stake of 20 shares — an estimated $2K sold.

IAG Wealth Partners first reported a position in A in Q1 2022 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 963 funds tracked by Wall St. Rank hold A as of Q4 2022.

  • IAG Wealth Partners reported no remaining Agilent Technologies position as of Q4 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 20 Agilent Technologies shares in Q4 2022, an estimated $2K.
  • IAG Wealth Partners first reported a position in Agilent Technologies in Q1 2022 and held it in 3 quarters.
  • IAG Wealth Partners's Agilent Technologies position peaked at $3K in Q1 2022.
  • 963 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2022.

Based on IAG Wealth Partners's 13F filing for Q4 2022, filed 8 Feb 2023.