JFS Wealth Advisors’s Avangrid, Inc. AGR Stock Holding History

JFS Wealth 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
2024 Q4	–	Sell	-33	Closed	-$1.18K	–	2006
2024 Q3	$1.18K	Hold	33	–	–	﹤0.01%	1659
2024 Q2	$1.17K	Hold	33	–	–	﹤0.01%	1631
2024 Q1	$1.2K	Sell	33 -15	-31%	-$490	﹤0.01%	1611
2023 Q4	$1.56K	Buy	48 +40	+500%	+$1.25K	﹤0.01%	1530
2023 Q3	$242	Sell	8 -29	-78%	-$1.02K	﹤0.01%	1838
2023 Q2	$1.4K	Buy	37 +8	+28%	+$314	﹤0.01%	1502
2023 Q1	$1.16K	Sell	29 -21	-42%	-$858	﹤0.01%	1536
2022 Q4	$2.15K	Buy	50 +3	+6%	+$124	﹤0.01%	1346
2022 Q3	$2K	Buy	47 +3	+7%	+$144	﹤0.01%	1435
2022 Q2	$2K	Buy	44 +4	+10%	+$185	﹤0.01%	1425
2022 Q1	$2K	Buy	40 +25	+167%	+$1.15K	﹤0.01%	1534
2021 Q4	$1K	Buy	+15	New	+$760	﹤0.01%	1642

Other funds holding AGR

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

JFS Wealth Advisors's AGR Position: Q4 2024 in Review

JFS Wealth Advisors sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 33 shares — an estimated $1.18K sold.

JFS Wealth Advisors first reported a position in AGR in Q4 2021 and held it in 12 quarters. The position peaked at $2.15K in Q4 2022. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

JFS Wealth Advisors reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
JFS Wealth Advisors sold 33 Avangrid, Inc. shares in Q4 2024, an estimated $1.18K.
JFS Wealth Advisors first reported a position in Avangrid, Inc. in Q4 2021 and held it in 12 quarters.
JFS Wealth Advisors's Avangrid, Inc. position peaked at $2.15K in Q4 2022.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.