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Level Financial Advisors’s Agilent Technologies A Stock Holding History

Level 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
2023
Q3 		– Sell
-1
Closed -$120 – 287
2023
Q2 		$120 Buy
+1
New +$127 ﹤0.01% 280

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Level Financial Advisors's A Position: Q3 2023 in Review

Level Financial Advisors sold out of Agilent Technologies (A) in Q3 2023, closing a stake of 1 share — an estimated $120 sold.

Level Financial Advisors first reported a position in A in Q2 2023 and held it in 1 quarter. The position peaked at $120 in Q2 2023. 917 funds tracked by Wall St. Rank hold A as of Q3 2023.

  • Level Financial Advisors reported no remaining Agilent Technologies position as of Q3 2023 after selling out during the quarter.
  • Level Financial Advisors sold 1 Agilent Technologies share in Q3 2023, an estimated $120.
  • Level Financial Advisors first reported a position in Agilent Technologies in Q2 2023 and held it in 1 quarter.
  • Level Financial Advisors's Agilent Technologies position peaked at $120 in Q2 2023.
  • 917 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2023.

Based on Level Financial Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.