IFAM
AGR

Institutional & Family Asset Management’s Avangrid, Inc. AGR Stock Holding History

Institutional & Family Asset Management’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
2020
Q2 		– Sell
-58
Closed -$3K – 926
2020
Q1 		$3K Buy
+58
New +$2.92K ﹤0.01% 609

Other funds holding AGR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
MWA
Marshall Wace Asia Central, Hong Kong $4.23B AUM 69.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Institutional & Family Asset Management sold out of Avangrid, Inc. (AGR) in Q2 2020, closing a stake of 58 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in AGR in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 255 funds tracked by Wall St. Rank hold AGR as of Q2 2020.

  • Institutional & Family Asset Management reported no remaining Avangrid, Inc. position as of Q2 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 58 Avangrid, Inc. shares in Q2 2020, an estimated $3K.
  • Institutional & Family Asset Management first reported a position in Avangrid, Inc. in Q1 2020 and held it in 1 quarter.
  • Institutional & Family Asset Management's Avangrid, Inc. position peaked at $3K in Q1 2020.
  • 255 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q2 2020.

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