KPW
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Kore Private Wealth’s Agilent Technologies A Stock Holding History

Kore Private Wealth’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
2021
Q4 		– Sell
-1,474
Closed -$232K – 306
2021
Q3 		$232K Buy
+1,474
New +$238K 0.02% 390
2020
Q3 		– Sell
-368
Closed -$32K – 274
2020
Q2 		$32K Sell
368
-30
-8% -$2.46K 0.01% 553
2020
Q1 		$29K Buy
398
+122
+44% +$9.8K 0.01% 522
2019
Q4 		$24K Buy
+276
New +$21.7K ﹤0.01% 597
2019
Q2 		– Sell
-90
Closed -$7K – 229
2019
Q1 		$7K Hold
90
– – ﹤0.01% 680
2018
Q4 		$6K Buy
+90
New +$6.05K ﹤0.01% 639

Other funds holding A

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return