PFG Private Wealth Management’s AGNT Inc AGNT Stock Holding History

PFG Private Wealth Management’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
2023 Q3	–	Sell	-425	Closed	-$8.62K	–	308
2023 Q2	$8.62K	Hold	425	–	–	0.01%	216
2023 Q1	$5.39K	Hold	425	–	–	﹤0.01%	231
2022 Q4	$5K	Hold	425	–	–	﹤0.01%	217
2022 Q3	$5K	Hold	425	–	–	﹤0.01%	211
2022 Q2	$5K	Hold	425	–	–	﹤0.01%	220
2022 Q1	$9K	Sell	425 -425	-50%	-$11.1K	﹤0.01%	206
2021 Q4	$29K	Hold	850	–	–	0.02%	170
2021 Q3	$34K	Buy	+850	New	+$36.4K	0.02%	158

Other funds holding AGNT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFG Private Wealth Management's AGNT Position: Q3 2023 in Review

PFG Private Wealth Management sold out of AGNT Inc (AGNT) in Q3 2023, closing a stake of 425 shares — an estimated $8.62K sold.

PFG Private Wealth Management first reported a position in AGNT in Q3 2021 and held it in 8 quarters. The position peaked at $34K in Q3 2021. 231 funds tracked by Wall St. Rank hold AGNT as of Q3 2023.

PFG Private Wealth Management reported no remaining AGNT Inc position as of Q3 2023 after selling out during the quarter.
PFG Private Wealth Management sold 425 AGNT Inc shares in Q3 2023, an estimated $8.62K.
PFG Private Wealth Management first reported a position in AGNT Inc in Q3 2021 and held it in 8 quarters.
PFG Private Wealth Management's AGNT Inc position peaked at $34K in Q3 2021.
231 funds tracked by Wall St. Rank held AGNT Inc as of Q3 2023.

Based on PFG Private Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.