Linscomb Wealth’s Avangrid, Inc. AGR Stock Holding History

Linscomb Wealth’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
2020 Q2	–	Sell	-5,945	Closed	-$260K	–	392
2020 Q1	$260K	Buy	+5,945	New	+$299K	0.02%	345

Other funds holding AGR

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

MWA

Marshall Wace Asia Central, Hong Kong $4.23B AUM 69.9% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Linscomb Wealth's AGR Position: Q2 2020 in Review

Linscomb Wealth sold out of Avangrid, Inc. (AGR) in Q2 2020, closing a stake of 5,945 shares — an estimated $260K sold.

Linscomb Wealth first reported a position in AGR in Q1 2020 and held it in 1 quarter. The position peaked at $260K in Q1 2020. 255 funds tracked by Wall St. Rank hold AGR as of Q2 2020.

Linscomb Wealth reported no remaining Avangrid, Inc. position as of Q2 2020 after selling out during the quarter.
Linscomb Wealth sold 5,945 Avangrid, Inc. shares in Q2 2020, an estimated $260K.
Linscomb Wealth first reported a position in Avangrid, Inc. in Q1 2020 and held it in 1 quarter.
Linscomb Wealth's Avangrid, Inc. position peaked at $260K in Q1 2020.
255 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.