PIWA
AGNT

Prevail Innovative Wealth Advisors’s AGNT Inc AGNT Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio AGNT Stock Details AGNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-45,372
Closed -$512K – 177
2024
Q2 		$512K Hold
45,372
– – 0.18% 113
2024
Q1 		$469K Buy
+45,372
New +$557K 0.17% 128

Other funds holding AGNT

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prevail Innovative Wealth Advisors's AGNT Position: Q3 2024 in Review

Prevail Innovative Wealth Advisors sold out of AGNT Inc (AGNT) in Q3 2024, closing a stake of 45,372 shares — an estimated $512K sold.

Prevail Innovative Wealth Advisors first reported a position in AGNT in Q1 2024 and held it in 2 quarters. The position peaked at $512K in Q2 2024. 238 funds tracked by Wall St. Rank hold AGNT as of Q3 2024.

  • Prevail Innovative Wealth Advisors reported no remaining AGNT Inc position as of Q3 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 45,372 AGNT Inc shares in Q3 2024, an estimated $512K.
  • Prevail Innovative Wealth Advisors first reported a position in AGNT Inc in Q1 2024 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's AGNT Inc position peaked at $512K in Q2 2024.
  • 238 funds tracked by Wall St. Rank held AGNT Inc as of Q3 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.