Ironwood Financial’s Agilent Technologies A Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-485	Closed	-$76K	–	126
2021 Q3	$76K	Hold	485	–	–	0.02%	161
2021 Q2	$72K	Buy	485 +285	+143%	+$38.9K	0.02%	163
2021 Q1	$25K	Hold	200	–	–	0.01%	235
2020 Q4	$24K	Hold	200	–	–	0.01%	221
2020 Q3	$20K	Hold	200	–	–	0.01%	188
2020 Q2	$18K	Hold	200	–	–	0.01%	189
2020 Q1	$14K	Hold	200	–	–	0.01%	187
2019 Q4	$17K	Hold	200	–	–	0.01%	222
2019 Q3	$15K	Hold	200	–	–	0.01%	231
2019 Q2	$15K	Hold	200	–	–	0.01%	233
2019 Q1	$16K	Hold	200	–	–	0.01%	220
2018 Q4	$13K	Hold	200	–	–	0.01%	219
2018 Q3	$14K	Buy	+200	New	+$13.2K	0.01%	221
2015 Q1	–	Sell	-9	Closed	–	–	315
2014 Q4	$0	Buy	+9	New	+$363	﹤0.01%	296

Other funds holding A

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wellington Management Group

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return