Patriot Financial Group Insurance Agency’s Agilent Technologies A Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-200	Closed	-$24K	–	404
2022 Q2	$24K	Hold	200	–	–	﹤0.01%	940
2022 Q1	$26K	Sell	200 -53	-21%	-$7.29K	﹤0.01%	982
2021 Q4	$40K	Hold	253	–	–	0.01%	953
2021 Q3	$40K	Hold	253	–	–	0.01%	932
2021 Q2	$37K	Hold	253	–	–	0.01%	939
2021 Q1	$32K	Buy	253 +53	+27%	+$6.55K	0.01%	921
2020 Q4	$24K	Hold	200	–	–	0.01%	909
2020 Q3	$20K	Sell	200 -201	-50%	-$19.4K	0.01%	789
2020 Q2	$35K	Buy	401 +377	+1,571%	+$30.9K	0.01%	588
2020 Q1	$2K	Buy	+24	New	+$1.93K	﹤0.01%	1270
2019 Q3	–	Sell	-35	Closed	-$3K	–	1287
2019 Q2	$3K	Sell	35 -5	-13%	-$370	﹤0.01%	1020
2019 Q1	$3K	Buy	+40	New	+$3.04K	﹤0.01%	923

Other funds holding A

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patriot Financial Group Insurance Agency's A Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Agilent Technologies (A) in Q3 2022, closing a stake of 200 shares — an estimated $24K sold.

Patriot Financial Group Insurance Agency first reported a position in A in Q1 2019 and held it in 12 quarters. The position peaked at $40K in Q4 2021. 897 funds tracked by Wall St. Rank hold A as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Agilent Technologies position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 200 Agilent Technologies shares in Q3 2022, an estimated $24K.
Patriot Financial Group Insurance Agency first reported a position in Agilent Technologies in Q1 2019 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's Agilent Technologies position peaked at $40K in Q4 2021.
897 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.