Private Wealth Management Group’s Avangrid, Inc. AGR Stock Holding History

Private Wealth Management Group’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
2024 Q4	–	Sell	-187	Closed	-$6.69K	–	1587
2024 Q3	$6.69K	Sell	187 -11	-6%	-$393	﹤0.01%	605
2024 Q2	$7.04K	Buy	198 +28	+16%	+$1.01K	﹤0.01%	566
2024 Q1	$6.2K	Buy	170 +25	+17%	+$816	﹤0.01%	557
2023 Q4	$4.7K	Buy	+145	New	+$4.52K	﹤0.01%	651

Other funds holding AGR

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Private Wealth Management Group's AGR Position: Q4 2024 in Review

Private Wealth Management Group sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 187 shares — an estimated $6.69K sold.

Private Wealth Management Group first reported a position in AGR in Q4 2023 and held it in 4 quarters. The position peaked at $7.04K in Q2 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

Private Wealth Management Group reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
Private Wealth Management Group sold 187 Avangrid, Inc. shares in Q4 2024, an estimated $6.69K.
Private Wealth Management Group first reported a position in Avangrid, Inc. in Q4 2023 and held it in 4 quarters.
Private Wealth Management Group's Avangrid, Inc. position peaked at $7.04K in Q2 2024.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Private Wealth Management Group's 13F filing for Q4 2024, filed 27 Jan 2025.