IA
A icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return