Independent Advisor Alliance’s Avangrid, Inc. AGR Stock Holding History

Independent Advisor Alliance’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	-7,468	Closed	-$267K	–	1383
2024 Q3	$267K	Sell	7,468 -7	-0.1%	-$250	0.01%	598
2024 Q2	$266K	Buy	7,475 +72	+1%	+$2.6K	0.01%	604
2024 Q1	$270K	Hold	7,403	–	–	0.01%	596
2023 Q4	$240K	Hold	7,403	–	–	0.01%	602
2023 Q3	$223K	Buy	+7,403	New	+$262K	0.01%	589

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

Independent Advisor Alliance's AGR Position: Q4 2024 in Review

Independent Advisor Alliance sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 7,468 shares — an estimated $267K sold.

Independent Advisor Alliance first reported a position in AGR in Q3 2023 and held it in 5 quarters. The position peaked at $270K in Q1 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

Independent Advisor Alliance reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
Independent Advisor Alliance sold 7,468 Avangrid, Inc. shares in Q4 2024, an estimated $267K.
Independent Advisor Alliance first reported a position in Avangrid, Inc. in Q3 2023 and held it in 5 quarters.
Independent Advisor Alliance's Avangrid, Inc. position peaked at $270K in Q1 2024.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Independent Advisor Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.