J.W. Cole Advisors’s Avangrid, Inc. AGR Stock Holding History

J.W. Cole Advisors’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 Q4	–	Sell	-5,965	Closed	-$301K	–	898
2020 Q3	$301K	Buy	+5,965	New	+$287K	0.02%	544

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

J.W. Cole Advisors's AGR Position: Q4 2020 in Review

J.W. Cole Advisors sold out of Avangrid, Inc. (AGR) in Q4 2020, closing a stake of 5,965 shares — an estimated $301K sold.

J.W. Cole Advisors first reported a position in AGR in Q3 2020 and held it in 1 quarter. The position peaked at $301K in Q3 2020. 265 funds tracked by Wall St. Rank hold AGR as of Q4 2020.

J.W. Cole Advisors reported no remaining Avangrid, Inc. position as of Q4 2020 after selling out during the quarter.
J.W. Cole Advisors sold 5,965 Avangrid, Inc. shares in Q4 2020, an estimated $301K.
J.W. Cole Advisors first reported a position in Avangrid, Inc. in Q3 2020 and held it in 1 quarter.
J.W. Cole Advisors's Avangrid, Inc. position peaked at $301K in Q3 2020.
265 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2020.

Based on J.W. Cole Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.