Kings Point Capital Management’s Agilent Technologies A Stock Holding History

Kings Point Capital Management’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
2022 Q1	–	Sell	-107	Closed	-$17K	–	576
2021 Q4	$17K	Hold	107	–	–	﹤0.01%	569
2021 Q3	$17K	Sell	107 -30	-22%	-$4.85K	﹤0.01%	510
2021 Q2	$20K	Hold	137	–	–	﹤0.01%	458
2021 Q1	$17K	Buy	137 +30	+28%	+$3.71K	﹤0.01%	468
2020 Q4	$13K	Hold	107	–	–	﹤0.01%	466
2020 Q3	$11K	Buy	+107	New	+$10.3K	﹤0.01%	465
2018 Q4	–	Sell	-3,000	Closed	-$212K	–	351
2018 Q3	$212K	Hold	3,000	–	–	0.04%	142
2018 Q2	$186K	Buy	+3,000	New	+$196K	0.04%	147
2017 Q3	–	Sell	-250	Closed	-$15K	–	360
2017 Q2	$15K	Sell	250 -131	-34%	-$7.46K	﹤0.01%	303
2017 Q1	$20K	Hold	381	–	–	﹤0.01%	295
2016 Q4	$17K	Hold	381	–	–	﹤0.01%	275
2016 Q3	$18K	Hold	381	–	–	﹤0.01%	259
2016 Q2	$17K	Hold	381	–	–	﹤0.01%	263
2016 Q1	$15K	Hold	381	–	–	﹤0.01%	286
2015 Q4	$16K	Hold	381	–	–	﹤0.01%	311
2015 Q3	$13K	Hold	381	–	–	﹤0.01%	341
2015 Q2	$15K	Hold	381	–	–	﹤0.01%	318
2015 Q1	$16K	Hold	381	–	–	﹤0.01%	316
2014 Q4	$16K	Sell	381 -152	-29%	-$6.13K	﹤0.01%	299
2014 Q3	$22K	Hold	533	–	–	0.01%	239
2014 Q2	$22K	Hold	533	–	–	0.01%	241
2014 Q1	$21K	Hold	533	–	–	0.01%	218
2013 Q4	$22K	Hold	533	–	–	0.01%	213
2013 Q3	$20K	Hold	533	–	–	0.01%	220
2013 Q2	$16K	Buy	+533	New	+$16.6K	0.01%	237

Other funds holding A

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

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

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

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

PAMS

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kings Point Capital Management's A Position: Q1 2022 in Review

Kings Point Capital Management sold out of Agilent Technologies (A) in Q1 2022, closing a stake of 107 shares — an estimated $17K sold.

Kings Point Capital Management first reported a position in A in Q2 2013 and held it in 25 quarters. The position peaked at $212K in Q3 2018. 931 funds tracked by Wall St. Rank hold A as of Q1 2022.

Kings Point Capital Management reported no remaining Agilent Technologies position as of Q1 2022 after selling out during the quarter.
Kings Point Capital Management sold 107 Agilent Technologies shares in Q1 2022, an estimated $17K.
Kings Point Capital Management first reported a position in Agilent Technologies in Q2 2013 and held it in 25 quarters.
Kings Point Capital Management's Agilent Technologies position peaked at $212K in Q3 2018.
931 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.