PWS
AGNT

Peterson Wealth Services’s AGNT Inc AGNT Stock Holding History

Peterson Wealth Services’s Portfolio AGNT Stock Details AGNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-307
Closed -$4.33K – 222
2024
Q3 		$4.33K Buy
+307
New +$3.96K ﹤0.01% 197

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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peterson Wealth Services's AGNT Position: Q4 2024 in Review

Peterson Wealth Services sold out of AGNT Inc (AGNT) in Q4 2024, closing a stake of 307 shares — an estimated $4.33K sold.

Peterson Wealth Services first reported a position in AGNT in Q3 2024 and held it in 1 quarter. The position peaked at $4.33K in Q3 2024. 238 funds tracked by Wall St. Rank hold AGNT as of Q4 2024.

  • Peterson Wealth Services reported no remaining AGNT Inc position as of Q4 2024 after selling out during the quarter.
  • Peterson Wealth Services sold 307 AGNT Inc shares in Q4 2024, an estimated $4.33K.
  • Peterson Wealth Services first reported a position in AGNT Inc in Q3 2024 and held it in 1 quarter.
  • Peterson Wealth Services's AGNT Inc position peaked at $4.33K in Q3 2024.
  • 238 funds tracked by Wall St. Rank held AGNT Inc as of Q4 2024.

Based on Peterson Wealth Services's 13F filing for Q4 2024, filed 29 Jan 2025.