Lumature Wealth Partners’s Agilent Technologies A Stock Holding History

Lumature Wealth Partners’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 Q2	$681K	Buy	5,666 +111	+2%	+$14.1K	0.4%	52
2023 Q1	$768K	Sell	5,555 -1,279	-19%	-$187K	0.43%	48
2022 Q4	$1.02M	Sell	6,834 -502	-7%	-$71.7K	0.57%	36
2022 Q3	$892K	Sell	7,336 -279	-4%	-$35.8K	0.48%	44
2022 Q2	$904K	Buy	7,615 +461	+6%	+$56.7K	0.4%	51
2022 Q1	$947K	Buy	7,154 +1,777	+33%	+$245K	0.38%	57
2021 Q4	$858K	Buy	5,377 +381	+8%	+$59.4K	0.33%	71
2021 Q3	$787K	Buy	4,996 +401	+9%	+$64.9K	0.32%	71
2021 Q2	$679K	Buy	4,595 +521	+13%	+$71.1K	0.28%	76
2021 Q1	$518K	Buy	+4,074	New	+$504K	0.27%	79

Other funds holding A

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

Lumature Wealth Partners's A Position: Q2 2023 in Review

Lumature Wealth Partners increased its Agilent Technologies (A) stake by 2% in Q2 2023, buying an estimated $14.1K and bringing the position to 5,666 shares worth $681K. The position accounts for 0.4% of the portfolio, ranked #52.

Lumature Wealth Partners first reported a position in A in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.02M in Q4 2022. 940 funds tracked by Wall St. Rank hold A as of Q2 2023.

Lumature Wealth Partners held 5,666 shares of Agilent Technologies worth $681K as of Q2 2023.
Lumature Wealth Partners bought 111 Agilent Technologies shares in Q2 2023, an estimated $14.1K.
Agilent Technologies made up 0.4% of Lumature Wealth Partners's portfolio in Q2 2023, its #52 holding.
Lumature Wealth Partners first reported a position in Agilent Technologies in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Agilent Technologies position peaked at $1.02M in Q4 2022.
940 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.