LNWWM
AGR

Laird Norton Wetherby Wealth Management’s Avangrid, Inc. AGR Stock Holding History

Laird Norton Wetherby Wealth Management’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
-7,435
Closed -$266K – 953
2024
Q3 		$266K Buy
7,435
+207
+3% +$7.39K 0.01% 772
2024
Q2 		$257K Sell
7,228
-201
-3% -$7.25K 0.01% 759
2024
Q1 		$271K Sell
7,429
-108
-1% -$3.53K 0.01% 772
2023
Q4 		$244K Sell
7,537
-716
-9% -$22.3K 0.01% 796
2023
Q3 		$249K Buy
+8,253
New +$292K 0.01% 740
2020
Q2 		– Sell
-4,628
Closed -$203K – 757
2020
Q1 		$203K Buy
+4,628
New +$233K 0.02% 572
2019
Q4 		– Sell
-4,136
Closed -$216K – 726
2019
Q3 		$216K Buy
+4,136
New +$208K 0.02% 636

Other funds holding AGR

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's AGR Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 7,435 shares — an estimated $266K sold.

Laird Norton Wetherby Wealth Management first reported a position in AGR in Q3 2019 and held it in 7 quarters. The position peaked at $271K in Q1 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

  • Laird Norton Wetherby Wealth Management reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 7,435 Avangrid, Inc. shares in Q4 2024, an estimated $266K.
  • Laird Norton Wetherby Wealth Management first reported a position in Avangrid, Inc. in Q3 2019 and held it in 7 quarters.
  • Laird Norton Wetherby Wealth Management's Avangrid, Inc. position peaked at $271K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.