Leelyn Smith’s Avangrid, Inc. AGR Stock Holding History

Leelyn Smith’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
2023 Q1	–	Sell	-1,185	Closed	-$50.9K	–	456
2022 Q4	$50.9K	Sell	1,185 -140	-11%	-$5.8K	0.01%	180
2022 Q3	$55K	Sell	1,325 -240	-15%	-$11.5K	0.02%	148
2022 Q2	$72K	Sell	1,565 -660	-30%	-$30.6K	0.02%	177
2022 Q1	$104K	Hold	2,225	–	–	0.03%	158
2021 Q4	$111K	Hold	2,225	–	–	0.03%	157
2021 Q3	$108K	Sell	2,225 -600	-21%	-$31.6K	0.03%	156
2021 Q2	$145K	Hold	2,825	–	–	0.04%	136
2021 Q1	$141K	Sell	2,825 -380	-12%	-$17.8K	0.04%	140
2020 Q4	$146K	Sell	3,205 -160	-5%	-$7.86K	0.05%	134
2020 Q3	$170K	Hold	3,365	–	–	0.06%	124
2020 Q2	$141K	Buy	3,365 +370	+12%	+$15.9K	0.06%	133
2020 Q1	$131K	Buy	2,995 +470	+19%	+$23.6K	0.07%	123
2019 Q4	$128	Buy	+2,525	New	+$126K	0.06%	136

Other funds holding AGR

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

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

AIP

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

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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Leelyn Smith's AGR Position: Q1 2023 in Review

Leelyn Smith sold out of Avangrid, Inc. (AGR) in Q1 2023, closing a stake of 1,185 shares — an estimated $50.9K sold.

Leelyn Smith first reported a position in AGR in Q4 2019 and held it in 13 quarters. The position peaked at $170K in Q3 2020. 295 funds tracked by Wall St. Rank hold AGR as of Q1 2023.

Leelyn Smith reported no remaining Avangrid, Inc. position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 1,185 Avangrid, Inc. shares in Q1 2023, an estimated $50.9K.
Leelyn Smith first reported a position in Avangrid, Inc. in Q4 2019 and held it in 13 quarters.
Leelyn Smith's Avangrid, Inc. position peaked at $170K in Q3 2020.
295 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.