Insight Wealth Strategies’s Avangrid, Inc. AGR Stock Holding History

Insight Wealth Strategies’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	-7,219	Closed	-$360K	–	241
2021 Q1	$360K	Buy	7,219 +110	+2%	+$5.16K	0.05%	162
2020 Q4	$323K	Sell	7,109 -930	-12%	-$45.7K	0.05%	157
2020 Q3	$406K	Sell	8,039 -1,540	-16%	-$74.1K	0.08%	118
2020 Q2	$402K	Buy	9,579 +300	+3%	+$12.9K	0.09%	99
2020 Q1	$406K	Buy	9,279 +836	+10%	+$42.1K	0.11%	90
2019 Q4	$432K	Buy	8,443 +2,982	+55%	+$148K	0.09%	143
2019 Q3	$285K	Buy	+5,461	New	+$274K	0.07%	157

Other funds holding AGR

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Insight Wealth Strategies's AGR Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Avangrid, Inc. (AGR) in Q2 2021, closing a stake of 7,219 shares — an estimated $360K sold.

Insight Wealth Strategies first reported a position in AGR in Q3 2019 and held it in 7 quarters. The position peaked at $432K in Q4 2019. 282 funds tracked by Wall St. Rank hold AGR as of Q2 2021.

Insight Wealth Strategies reported no remaining Avangrid, Inc. position as of Q2 2021 after selling out during the quarter.
Insight Wealth Strategies sold 7,219 Avangrid, Inc. shares in Q2 2021, an estimated $360K.
Insight Wealth Strategies first reported a position in Avangrid, Inc. in Q3 2019 and held it in 7 quarters.
Insight Wealth Strategies's Avangrid, Inc. position peaked at $432K in Q4 2019.
282 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.