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Phoenix Wealth Advisors’s Agilent Technologies A Stock Holding History

Phoenix 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
2023
Q3 		– Sell
-2,357
Closed -$283K – 108
2023
Q2 		$283K Sell
2,357
-119
-5% -$15.2K 0.17% 90
2023
Q1 		$343K Sell
2,476
-159
-6% -$23.2K 0.21% 65
2022
Q4 		$394K Sell
2,635
-409
-13% -$58.4K 0.24% 53
2022
Q3 		$370K Sell
3,044
-142
-4% -$18.2K 0.37% 61
2022
Q2 		$378K Sell
3,186
-447
-12% -$55K 0.37% 61
2022
Q1 		$482K Buy
+3,633
New +$500K 0.5% 50

Other funds holding A

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Wealth Advisors's A Position: Q3 2023 in Review

Phoenix Wealth Advisors sold out of Agilent Technologies (A) in Q3 2023, closing a stake of 2,357 shares — an estimated $283K sold.

Phoenix Wealth Advisors first reported a position in A in Q1 2022 and held it in 6 quarters. The position peaked at $482K in Q1 2022. 917 funds tracked by Wall St. Rank hold A as of Q3 2023.

  • Phoenix Wealth Advisors reported no remaining Agilent Technologies position as of Q3 2023 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 2,357 Agilent Technologies shares in Q3 2023, an estimated $283K.
  • Phoenix Wealth Advisors first reported a position in Agilent Technologies in Q1 2022 and held it in 6 quarters.
  • Phoenix Wealth Advisors's Agilent Technologies position peaked at $482K in Q1 2022.
  • 917 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2023.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.