PMFA
AGR

Plante Moran Financial Advisors’s Avangrid, Inc. AGR Stock Holding History

Plante Moran Financial Advisors’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
2022
Q1 		– Sell
-35
Closed -$2K – 1037
2021
Q4 		$2K Buy
+35
New +$1.77K ﹤0.01% 937
2021
Q1 		– Sell
-50
Closed -$2K – 1148
2020
Q4 		$2K Buy
+50
New +$2.46K ﹤0.01% 798
2018
Q2 		– Sell
-100
Closed -$5K – 993
2018
Q1 		$5K Hold
100
– – ﹤0.01% 741
2017
Q4 		$5K Buy
+100
New +$5.06K ﹤0.01% 710

Other funds holding AGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Plante Moran Financial Advisors's AGR Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of Avangrid, Inc. (AGR) in Q1 2022, closing a stake of 35 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in AGR in Q4 2017 and held it in 4 quarters. The position peaked at $5K in Q1 2018. 308 funds tracked by Wall St. Rank hold AGR as of Q1 2022.

  • Plante Moran Financial Advisors reported no remaining Avangrid, Inc. position as of Q1 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 35 Avangrid, Inc. shares in Q1 2022, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Avangrid, Inc. in Q4 2017 and held it in 4 quarters.
  • Plante Moran Financial Advisors's Avangrid, Inc. position peaked at $5K in Q1 2018.
  • 308 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.