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Opes Wealth Management’s Agilent Technologies A Stock Holding History

Opes 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
Q4 		– Sell
-1,363
Closed -$202K – 138
2024
Q3 		$202K Buy
+1,363
New +$187K 0.04% 138
2023
Q1 		– Sell
-1,363
Closed -$204K – 109
2022
Q4 		$204K Buy
+1,363
New +$195K 0.07% 99
2022
Q1 		– Sell
-1,363
Closed -$218K – 105
2021
Q4 		$218K Sell
1,363
-200
-13% -$31.2K 0.07% 104
2021
Q3 		$246K Hold
1,563
– – 0.09% 88
2021
Q2 		$231K Buy
+1,563
New +$213K 0.09% 80

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Opes Wealth Management's A Position: Q4 2024 in Review

Opes Wealth Management sold out of Agilent Technologies (A) in Q4 2024, closing a stake of 1,363 shares — an estimated $202K sold.

Opes Wealth Management first reported a position in A in Q2 2021 and held it in 5 quarters. The position peaked at $246K in Q3 2021. 1,077 funds tracked by Wall St. Rank hold A as of Q4 2024.

  • Opes Wealth Management reported no remaining Agilent Technologies position as of Q4 2024 after selling out during the quarter.
  • Opes Wealth Management sold 1,363 Agilent Technologies shares in Q4 2024, an estimated $202K.
  • Opes Wealth Management first reported a position in Agilent Technologies in Q2 2021 and held it in 5 quarters.
  • Opes Wealth Management's Agilent Technologies position peaked at $246K in Q3 2021.
  • 1,077 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2024.

Based on Opes Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.