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Precision Wealth Strategies’s Agilent Technologies A Stock Holding History

Precision Wealth Strategies’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
Q1 		– Sell
-2,132
Closed -$319K – 73
2022
Q4 		$319K Sell
2,132
-9
-0.4% -$1.28K 0.33% 68
2022
Q3 		$283K Sell
2,141
-267
-11% -$34.3K 0.25% 91
2022
Q2 		$286K Buy
2,408
+107
+5% +$13.2K 0.23% 104
2022
Q1 		$304K Sell
2,301
-833
-27% -$115K 0.18% 119
2021
Q4 		$500K Buy
3,134
+614
+24% +$95.6K 0.36% 84
2021
Q3 		$397K Buy
+2,520
New +$408K 0.31% 79

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Precision Wealth Strategies's A Position: Q1 2023 in Review

Precision Wealth Strategies sold out of Agilent Technologies (A) in Q1 2023, closing a stake of 2,132 shares — an estimated $319K sold.

Precision Wealth Strategies first reported a position in A in Q3 2021 and held it in 6 quarters. The position peaked at $500K in Q4 2021. 983 funds tracked by Wall St. Rank hold A as of Q1 2023.

  • Precision Wealth Strategies reported no remaining Agilent Technologies position as of Q1 2023 after selling out during the quarter.
  • Precision Wealth Strategies sold 2,132 Agilent Technologies shares in Q1 2023, an estimated $319K.
  • Precision Wealth Strategies first reported a position in Agilent Technologies in Q3 2021 and held it in 6 quarters.
  • Precision Wealth Strategies's Agilent Technologies position peaked at $500K in Q4 2021.
  • 983 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2023.

Based on Precision Wealth Strategies's 13F filing for Q1 2023, filed 4 May 2023.