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Pinnacle Private Wealth’s Agilent Technologies A Stock Holding History

Pinnacle Private Wealth’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
Q2 		$386K Sell
3,248
-50
-2% -$6.15K 0.15% 160
2022
Q1 		$436K Sell
3,298
-79
-2% -$10.9K 0.14% 173
2021
Q4 		$539K Buy
+3,377
New +$526K 0.17% 140

Other funds holding A

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Pinnacle Private Wealth's A Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Agilent Technologies (A) stake by 1.5% in Q2 2022, selling an estimated $6.15K and leaving 3,248 shares worth $386K. The position accounts for 0.15% of the portfolio, ranked #160.

Pinnacle Private Wealth first reported a position in A in Q4 2021 and has held it in 3 quarters since. The position peaked at $539K in Q4 2021. 886 funds tracked by Wall St. Rank hold A as of Q2 2022.

  • Pinnacle Private Wealth held 3,248 shares of Agilent Technologies worth $386K as of Q2 2022.
  • Pinnacle Private Wealth sold 50 Agilent Technologies shares in Q2 2022, an estimated $6.15K.
  • Agilent Technologies made up 0.15% of Pinnacle Private Wealth's portfolio in Q2 2022, its #160 holding.
  • Pinnacle Private Wealth first reported a position in Agilent Technologies in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Agilent Technologies position peaked at $539K in Q4 2021.
  • 886 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.