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Institutional & Family Asset Management’s Agilent Technologies A Stock Holding History

Institutional & Family Asset Management’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
2020
Q2 		– Sell
-30
Closed -$2K – 831
2020
Q1 		$2K Sell
30
-9
-23% -$723 ﹤0.01% 618
2019
Q4 		$3K Hold
39
– – ﹤0.01% 641
2019
Q3 		$3K Buy
+39
New +$2.81K ﹤0.01% 611

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's A Position: Q2 2020 in Review

Institutional & Family Asset Management sold out of Agilent Technologies (A) in Q2 2020, closing a stake of 30 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in A in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 745 funds tracked by Wall St. Rank hold A as of Q2 2020.

  • Institutional & Family Asset Management reported no remaining Agilent Technologies position as of Q2 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 30 Agilent Technologies shares in Q2 2020, an estimated $2K.
  • Institutional & Family Asset Management first reported a position in Agilent Technologies in Q3 2019 and held it in 3 quarters.
  • Institutional & Family Asset Management's Agilent Technologies position peaked at $3K in Q4 2019.
  • 745 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2020.

Based on Institutional & Family Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.