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Pacific Capital Wealth Advisors’s Agilent Technologies A Stock Holding History

Pacific Capital Wealth Advisors’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
-11
Closed -$1.63K – 402
2024
Q3 		$1.63K Buy
+11
New +$1.51K ﹤0.01% 411

Other funds holding A

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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

Pacific Capital Wealth Advisors's A Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Agilent Technologies (A) in Q4 2024, closing a stake of 11 shares — an estimated $1.63K sold.

Pacific Capital Wealth Advisors first reported a position in A in Q3 2024 and held it in 1 quarter. The position peaked at $1.63K in Q3 2024. 1,077 funds tracked by Wall St. Rank hold A as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Agilent Technologies position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 11 Agilent Technologies shares in Q4 2024, an estimated $1.63K.
  • Pacific Capital Wealth Advisors first reported a position in Agilent Technologies in Q3 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Agilent Technologies position peaked at $1.63K in Q3 2024.
  • 1,077 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.