Lee Financial’s Avangrid, Inc. AGR Stock Holding History

Lee Financial’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 Q1	–	Sell	-5	Closed	–	–	988
2021 Q4	$0	Buy	+5	New	+$253	﹤0.01%	968

Other funds holding AGR

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

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

Lee Financial's AGR Position: Q1 2022 in Review

Lee Financial sold out of Avangrid, Inc. (AGR) in Q1 2022, closing a stake of 5 shares.

Lee Financial first reported a position in AGR in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 308 funds tracked by Wall St. Rank hold AGR as of Q1 2022.

Lee Financial reported no remaining Avangrid, Inc. position as of Q1 2022 after selling out during the quarter.
Lee Financial sold 5 Avangrid, Inc. shares in Q1 2022.
Lee Financial first reported a position in Avangrid, Inc. in Q4 2021 and held it in 1 quarter.
Lee Financial's Avangrid, Inc. position peaked at $0 in Q4 2021.
308 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.