OIA
AGR

OneDigital Investment Advisors’s Avangrid, Inc. AGR Stock Holding History

OneDigital Investment Advisors’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
2019
Q3 		– Sell
-475
Closed -$24K – 1196
2019
Q2 		$24K Hold
475
– – ﹤0.01% 765
2019
Q1 		$24K Hold
475
– – ﹤0.01% 686
2018
Q4 		$24K Buy
+475
New +$23.3K ﹤0.01% 646

Other funds holding AGR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

OneDigital Investment Advisors's AGR Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Avangrid, Inc. (AGR) in Q3 2019, closing a stake of 475 shares — an estimated $24K sold.

OneDigital Investment Advisors first reported a position in AGR in Q4 2018 and held it in 3 quarters. The position peaked at $24K in Q2 2019. 240 funds tracked by Wall St. Rank hold AGR as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining Avangrid, Inc. position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 475 Avangrid, Inc. shares in Q3 2019, an estimated $24K.
  • OneDigital Investment Advisors first reported a position in Avangrid, Inc. in Q4 2018 and held it in 3 quarters.
  • OneDigital Investment Advisors's Avangrid, Inc. position peaked at $24K in Q2 2019.
  • 240 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.