IAM Advisory’s Agilent Technologies A Stock Holding History

IAM Advisory’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
2024 Q1	–	Sell	-11,932	Closed	-$1.66M	–	102
2023 Q4	$1.66M	Buy	11,932 +601	+5%	+$71.5K	0.52%	35
2023 Q3	$1.27M	Buy	11,331 +459	+4%	+$55K	0.44%	38
2023 Q2	$1.31M	Buy	10,872 +689	+7%	+$87.8K	0.45%	38
2023 Q1	$1.41M	Buy	10,183 +961	+10%	+$140K	0.49%	32
2022 Q4	$1.38M	Buy	9,222 +307	+3%	+$43.8K	0.51%	28
2022 Q3	$1.08M	Buy	8,915 +119	+1%	+$15.3K	0.46%	35
2022 Q2	$1.04M	Buy	8,796 +402	+5%	+$49.4K	0.43%	37
2022 Q1	$1.11M	Buy	8,394 +243	+3%	+$33.4K	0.45%	36
2021 Q4	$1.18M	Buy	8,151 +406	+5%	+$63.2K	0.47%	33
2021 Q3	$1.16M	Buy	+7,745	New	+$1.25M	0.49%	29
2021 Q2	–	Sell	-7,322	Closed	-$975K	–	43
2021 Q1	$975K	Buy	7,322 +338	+5%	+$41.8K	0.43%	32
2020 Q4	$853K	Buy	+6,984	New	+$773K	0.43%	34

Other funds holding A

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IAM Advisory's A Position: Q1 2024 in Review

IAM Advisory sold out of Agilent Technologies (A) in Q1 2024, closing a stake of 11,932 shares — an estimated $1.66M sold.

IAM Advisory first reported a position in A in Q4 2020 and held it in 12 quarters. The position peaked at $1.66M in Q4 2023. 1,015 funds tracked by Wall St. Rank hold A as of Q1 2024.

IAM Advisory reported no remaining Agilent Technologies position as of Q1 2024 after selling out during the quarter.
IAM Advisory sold 11,932 Agilent Technologies shares in Q1 2024, an estimated $1.66M.
IAM Advisory first reported a position in Agilent Technologies in Q4 2020 and held it in 12 quarters.
IAM Advisory's Agilent Technologies position peaked at $1.66M in Q4 2023.
1,015 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2024.

Based on IAM Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.