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Legacy Financial Advisors’s Agilent Technologies A Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-99
Closed -$8K – 112
2019
Q1 		$8K Buy
99
+26
+36% +$1.97K ﹤0.01% 655
2018
Q4 		$5K Buy
73
+29
+66% +$1.95K ﹤0.01% 718
2018
Q3 		$3K Hold
44
– – ﹤0.01% 749
2018
Q2 		$3K Hold
44
– – ﹤0.01% 761
2018
Q1 		$2K Hold
44
– – ﹤0.01% 739
2017
Q4 		$2K Buy
+44
New +$2.97K ﹤0.01% 722

Other funds holding A

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Financial Advisors's A Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Agilent Technologies (A) in Q2 2019, closing a stake of 99 shares — an estimated $8K sold.

Legacy Financial Advisors first reported a position in A in Q4 2017 and held it in 6 quarters. The position peaked at $8K in Q1 2019. 698 funds tracked by Wall St. Rank hold A as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Agilent Technologies position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 99 Agilent Technologies shares in Q2 2019, an estimated $8K.
  • Legacy Financial Advisors first reported a position in Agilent Technologies in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Agilent Technologies position peaked at $8K in Q1 2019.
  • 698 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.