PWM
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PRW Wealth Management’s Agilent Technologies A Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-35
Closed -$2K – 55
2019
Q1 		$2K Sell
35
-139
-80% -$10.6K ﹤0.01% 489
2018
Q4 		$11K Buy
+174
New +$11.7K 0.01% 273

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PRW Wealth Management's A Position: Q2 2019 in Review

PRW Wealth Management sold out of Agilent Technologies (A) in Q2 2019, closing a stake of 35 shares — an estimated $2K sold.

PRW Wealth Management first reported a position in A in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q4 2018. 698 funds tracked by Wall St. Rank hold A as of Q2 2019.

  • PRW Wealth Management reported no remaining Agilent Technologies position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 35 Agilent Technologies shares in Q2 2019, an estimated $2K.
  • PRW Wealth Management first reported a position in Agilent Technologies in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Agilent Technologies position peaked at $11K in Q4 2018.
  • 698 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.