RWM
AGR

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

Raffa Wealth Management’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
2019
Q3 		– Sell
-18
Closed -$909 – 755
2019
Q2 		$909 Buy
+18
New +$914 ﹤0.01% 698

Other funds holding AGR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Raffa Wealth Management's AGR Position: Q3 2019 in Review

Raffa Wealth Management sold out of Avangrid, Inc. (AGR) in Q3 2019, closing a stake of 18 shares — an estimated $909 sold.

Raffa Wealth Management first reported a position in AGR in Q2 2019 and held it in 1 quarter. The position peaked at $909 in Q2 2019. 240 funds tracked by Wall St. Rank hold AGR as of Q3 2019.

  • Raffa Wealth Management reported no remaining Avangrid, Inc. position as of Q3 2019 after selling out during the quarter.
  • Raffa Wealth Management sold 18 Avangrid, Inc. shares in Q3 2019, an estimated $909.
  • Raffa Wealth Management first reported a position in Avangrid, Inc. in Q2 2019 and held it in 1 quarter.
  • Raffa Wealth Management's Avangrid, Inc. position peaked at $909 in Q2 2019.
  • 240 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q3 2019.

Based on Raffa Wealth Management's 13F filing for Q3 2019, filed 27 Jul 2026.