Jones Financial Companies’s Avangrid, Inc. AGR Stock Holding History

Jones Financial Companies’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	-1,082	Closed	-$38.7K	–	3529
2024 Q3	$38.7K	Buy	1,082 +256	+31%	+$9.14K	﹤0.01%	1731
2024 Q2	$29.3K	Buy	826 +262	+46%	+$9.45K	﹤0.01%	1425
2024 Q1	$20.6K	Buy	+564	New	+$18.4K	﹤0.01%	898
2023 Q3	–	Sell	-510	Closed	-$19.2K	–	724
2023 Q2	$19.2K	Hold	510	–	–	﹤0.01%	424
2023 Q1	$20.3K	Buy	+510	New	+$20.8K	﹤0.01%	420

Other funds holding AGR

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

Jones Financial Companies's AGR Position: Q4 2024 in Review

Jones Financial Companies sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 1,082 shares — an estimated $38.7K sold.

Jones Financial Companies first reported a position in AGR in Q1 2023 and held it in 5 quarters. The position peaked at $38.7K in Q3 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

Jones Financial Companies reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
Jones Financial Companies sold 1,082 Avangrid, Inc. shares in Q4 2024, an estimated $38.7K.
Jones Financial Companies first reported a position in Avangrid, Inc. in Q1 2023 and held it in 5 quarters.
Jones Financial Companies's Avangrid, Inc. position peaked at $38.7K in Q3 2024.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Jones Financial Companies's 13F filing for Q4 2024, filed 6 Feb 2025.