Pinnacle Wealth Planning Services’s Avangrid, Inc. AGR Stock Holding History

Pinnacle Wealth Planning Services’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
2021 Q1	–	Sell	-3	Closed	–	–	2049
2020 Q4	$0	Buy	+3	New	+$147	﹤0.01%	2323

Other funds holding AGR

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Wealth Planning Services's AGR Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Avangrid, Inc. (AGR) in Q1 2021, closing a stake of 3 shares.

Pinnacle Wealth Planning Services first reported a position in AGR in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 274 funds tracked by Wall St. Rank hold AGR as of Q1 2021.

Pinnacle Wealth Planning Services reported no remaining Avangrid, Inc. position as of Q1 2021 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 3 Avangrid, Inc. shares in Q1 2021.
Pinnacle Wealth Planning Services first reported a position in Avangrid, Inc. in Q4 2020 and held it in 1 quarter.
Pinnacle Wealth Planning Services's Avangrid, Inc. position peaked at $0 in Q4 2020.
274 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.