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Omnia Family Wealth’s Agilent Technologies A Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-27
Closed -$2K – 96
2019
Q1 		$2K Hold
27
– – ﹤0.01% 433
2018
Q4 		$2K Hold
27
– – ﹤0.01% 377
2018
Q3 		$2K Hold
27
– – ﹤0.01% 411
2018
Q2 		$2K Hold
27
– – ﹤0.01% 390
2018
Q1 		$2K Hold
27
– – ﹤0.01% 402
2017
Q4 		$2K Hold
27
– – ﹤0.01% 401
2017
Q3 		$2K Sell
27
-57
-68% -$3.55K ﹤0.01% 419
2017
Q2 		$5K Hold
84
– – ﹤0.01% 375
2017
Q1 		$4K Hold
84
– – ﹤0.01% 422
2016
Q4 		$4K Buy
+84
New +$3.81K ﹤0.01% 411

Other funds holding A

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Omnia Family Wealth's A Position: Q2 2019 in Review

Omnia Family Wealth sold out of Agilent Technologies (A) in Q2 2019, closing a stake of 27 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in A in Q4 2016 and held it in 10 quarters. The position peaked at $5K in Q2 2017. 698 funds tracked by Wall St. Rank hold A as of Q2 2019.

  • Omnia Family Wealth reported no remaining Agilent Technologies position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 27 Agilent Technologies shares in Q2 2019, an estimated $2K.
  • Omnia Family Wealth first reported a position in Agilent Technologies in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Agilent Technologies position peaked at $5K in Q2 2017.
  • 698 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.