JMPWA
AGR

JP Morgan Private Wealth Advisors’s Avangrid, Inc. AGR Stock Holding History

JP Morgan Private 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
2022
Q4 		– Sell
-6,285
Closed -$262K – 2012
2022
Q3 		$262K Buy
6,285
+104
+2% +$4.99K ﹤0.01% 1714
2022
Q2 		$285K Sell
6,181
-372
-6% -$17.2K ﹤0.01% 1679
2022
Q1 		$306K Sell
6,553
-1,084
-14% -$49.7K ﹤0.01% 1740
2021
Q4 		$381K Buy
7,637
+599
+9% +$30.4K ﹤0.01% 1652
2021
Q3 		$342K Buy
7,038
+902
+15% +$47.5K ﹤0.01% 1653
2021
Q2 		$316K Buy
+6,136
New +$320K ﹤0.01% 1658

Other funds holding AGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AGR Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Avangrid, Inc. (AGR) in Q4 2022, closing a stake of 6,285 shares — an estimated $262K sold.

JP Morgan Private Wealth Advisors first reported a position in AGR in Q2 2021 and held it in 6 quarters. The position peaked at $381K in Q4 2021. 319 funds tracked by Wall St. Rank hold AGR as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Avangrid, Inc. position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,285 Avangrid, Inc. shares in Q4 2022, an estimated $262K.
  • JP Morgan Private Wealth Advisors first reported a position in Avangrid, Inc. in Q2 2021 and held it in 6 quarters.
  • JP Morgan Private Wealth Advisors's Avangrid, Inc. position peaked at $381K in Q4 2021.
  • 319 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.