Personal Capital Advisors’s Avangrid, Inc. AGR Stock Holding History

Personal Capital 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
2022 Q4	$12.4M	Buy	289,669 +5,713	+2%	+$237K	0.06%	161
2022 Q3	$11.8M	Buy	283,956 +3,467	+1%	+$166K	0.06%	149
2022 Q2	$12.9M	Buy	280,489 +6,200	+2%	+$287K	0.07%	145
2022 Q1	$12.8M	Buy	274,289 +47,357	+21%	+$2.17M	0.06%	155
2021 Q4	$11.4M	Sell	226,932 -3,446	-1%	-$175K	0.05%	168
2021 Q3	$11.2M	Buy	+230,378	New	+$12.1M	0.06%	158

Other funds holding AGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Personal Capital Advisors's AGR Position: Q4 2022 in Review

Personal Capital Advisors increased its Avangrid, Inc. (AGR) stake by 2% in Q4 2022, buying an estimated $237K and bringing the position to 289,669 shares worth $12.4M. The position accounts for 0.06% of the portfolio, ranked #161.

Personal Capital Advisors first reported a position in AGR in Q3 2021 and has held it in 6 quarters since. The position peaked at $12.9M in Q2 2022. 317 funds tracked by Wall St. Rank hold AGR as of Q4 2022.

Personal Capital Advisors held 289,669 shares of Avangrid, Inc. worth $12.4M as of Q4 2022.
Personal Capital Advisors bought 5,713 Avangrid, Inc. shares in Q4 2022, an estimated $237K.
Avangrid, Inc. made up 0.06% of Personal Capital Advisors's portfolio in Q4 2022, its #161 holding.
Personal Capital Advisors first reported a position in Avangrid, Inc. in Q3 2021 and has held it in 6 quarters since.
Personal Capital Advisors's Avangrid, Inc. position peaked at $12.9M in Q2 2022.
317 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.