McKinley Carter Wealth Services’s Avangrid, Inc. AGR Stock Holding History

McKinley Carter Wealth Services’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
2021 Q2	–	Sell	-4,334	Closed	-$216K	–	291
2021 Q1	$216K	Buy	+4,334	New	+$203K	0.02%	274
2020 Q4	–	Sell	-4,189	Closed	-$211K	–	265
2020 Q3	$211K	Buy	+4,189	New	+$201K	0.05%	135
2020 Q1	–	Sell	-4,189	Closed	-$214K	–	189
2019 Q4	$214K	Hold	4,189	–	–	0.05%	155
2019 Q3	$219K	Hold	4,189	–	–	0.06%	152
2019 Q2	$212K	Hold	4,189	–	–	0.06%	150
2019 Q1	$211K	Hold	4,189	–	–	0.06%	145
2018 Q4	$210K	Hold	4,189	–	–	0.07%	142
2018 Q3	$201K	Hold	4,189	–	–	0.06%	157
2018 Q2	$222K	Sell	4,189 -174	-4%	-$9K	0.07%	150
2018 Q1	$223K	Buy	+4,363	New	+$213K	0.07%	148
2017 Q4	–	Sell	-4,359	Closed	-$207K	–	160
2017 Q3	$207K	Buy	+4,359	New	+$202K	0.08%	140

Other funds holding AGR

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

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

McKinley Carter Wealth Services's AGR Position: Q2 2021 in Review

McKinley Carter Wealth Services sold out of Avangrid, Inc. (AGR) in Q2 2021, closing a stake of 4,334 shares — an estimated $216K sold.

McKinley Carter Wealth Services first reported a position in AGR in Q3 2017 and held it in 11 quarters. The position peaked at $223K in Q1 2018. 282 funds tracked by Wall St. Rank hold AGR as of Q2 2021.

McKinley Carter Wealth Services reported no remaining Avangrid, Inc. position as of Q2 2021 after selling out during the quarter.
McKinley Carter Wealth Services sold 4,334 Avangrid, Inc. shares in Q2 2021, an estimated $216K.
McKinley Carter Wealth Services first reported a position in Avangrid, Inc. in Q3 2017 and held it in 11 quarters.
McKinley Carter Wealth Services's Avangrid, Inc. position peaked at $223K in Q1 2018.
282 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q2 2021.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2021, filed 12 Aug 2021.