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Quantum Financial Advisors’s Agilent Technologies A Stock Holding History

Quantum Financial Advisors’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
2024
Q4 		– Sell
-1,445
Closed -$214K – 190
2024
Q3 		$214K Buy
+1,445
New +$198K 0.03% 171

Other funds holding A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Quantum Financial Advisors's A Position: Q4 2024 in Review

Quantum Financial Advisors sold out of Agilent Technologies (A) in Q4 2024, closing a stake of 1,445 shares — an estimated $214K sold.

Quantum Financial Advisors first reported a position in A in Q3 2024 and held it in 1 quarter. The position peaked at $214K in Q3 2024. 1,077 funds tracked by Wall St. Rank hold A as of Q4 2024.

  • Quantum Financial Advisors reported no remaining Agilent Technologies position as of Q4 2024 after selling out during the quarter.
  • Quantum Financial Advisors sold 1,445 Agilent Technologies shares in Q4 2024, an estimated $214K.
  • Quantum Financial Advisors first reported a position in Agilent Technologies in Q3 2024 and held it in 1 quarter.
  • Quantum Financial Advisors's Agilent Technologies position peaked at $214K in Q3 2024.
  • 1,077 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2024.

Based on Quantum Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.