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Marks Group Wealth Management’s Agilent Technologies A Stock Holding History

Marks Group Wealth Management’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
2024
Q2 		– Sell
-1,667
Closed -$243K – 289
2024
Q1 		$243K Hold
1,667
– – 0.03% 280
2023
Q4 		$232K Buy
+1,667
New +$198K 0.03% 281
2023
Q2 		– Sell
-1,492
Closed -$206K – 276
2023
Q1 		$206K Buy
+1,492
New +$218K 0.03% 269

Other funds holding A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Marks Group Wealth Management's A Position: Q2 2024 in Review

Marks Group Wealth Management sold out of Agilent Technologies (A) in Q2 2024, closing a stake of 1,667 shares — an estimated $243K sold.

Marks Group Wealth Management first reported a position in A in Q1 2023 and held it in 3 quarters. The position peaked at $243K in Q1 2024. 1,010 funds tracked by Wall St. Rank hold A as of Q2 2024.

  • Marks Group Wealth Management reported no remaining Agilent Technologies position as of Q2 2024 after selling out during the quarter.
  • Marks Group Wealth Management sold 1,667 Agilent Technologies shares in Q2 2024, an estimated $243K.
  • Marks Group Wealth Management first reported a position in Agilent Technologies in Q1 2023 and held it in 3 quarters.
  • Marks Group Wealth Management's Agilent Technologies position peaked at $243K in Q1 2024.
  • 1,010 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2024.

Based on Marks Group Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.