KW
A icon

KWB Wealth’s Agilent Technologies A Stock Holding History

KWB 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
2022
Q2 		– Sell
-2,890
Closed -$461K – 104
2022
Q1 		$461K Hold
2,890
– – 0.08% 60
2021
Q4 		$461K Buy
2,890
+2
+0.1% +$312 0.08% 60
2021
Q3 		$455K Buy
2,888
+186
+7% +$30.1K 0.08% 56
2021
Q2 		$344K Hold
2,702
– – 0.07% 60
2021
Q1 		$344K Buy
2,702
+312
+13% +$38.6K 0.07% 60
2020
Q4 		$283K Buy
+2,390
New +$264K 0.06% 65

Other funds holding A

BlackRock
BlackRock New York $5.72T 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

KWB Wealth's A Position: Q2 2022 in Review

KWB Wealth sold out of Agilent Technologies (A) in Q2 2022, closing a stake of 2,890 shares — an estimated $461K sold.

KWB Wealth first reported a position in A in Q4 2020 and held it in 6 quarters. The position peaked at $461K in Q1 2022. 884 funds tracked by Wall St. Rank hold A as of Q2 2022.

  • KWB Wealth reported no remaining Agilent Technologies position as of Q2 2022 after selling out during the quarter.
  • KWB Wealth sold 2,890 Agilent Technologies shares in Q2 2022, an estimated $461K.
  • KWB Wealth first reported a position in Agilent Technologies in Q4 2020 and held it in 6 quarters.
  • KWB Wealth's Agilent Technologies position peaked at $461K in Q1 2022.
  • 884 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2022.

Based on KWB Wealth's 13F filing for Q2 2022, filed 10 Aug 2022.