Raleigh Capital Management’s Avangrid, Inc. AGR Stock Holding History

Raleigh Capital 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
2023 Q2	–	Sell	-52	Closed	-$2.07K	–	939
2023 Q1	$2.07K	Sell	52 -393	-88%	-$16.1K	﹤0.01%	767
2022 Q4	$19.1K	Buy	445 +313	+237%	+$13K	0.01%	332
2022 Q3	$6K	Buy	+132	New	+$6.33K	﹤0.01%	469

Other funds holding AGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Raleigh Capital Management's AGR Position: Q2 2023 in Review

Raleigh Capital Management sold out of Avangrid, Inc. (AGR) in Q2 2023, closing a stake of 52 shares — an estimated $2.07K sold.

Raleigh Capital Management first reported a position in AGR in Q3 2022 and held it in 3 quarters. The position peaked at $19.1K in Q4 2022. 298 funds tracked by Wall St. Rank hold AGR as of Q2 2023.

Raleigh Capital Management reported no remaining Avangrid, Inc. position as of Q2 2023 after selling out during the quarter.
Raleigh Capital Management sold 52 Avangrid, Inc. shares in Q2 2023, an estimated $2.07K.
Raleigh Capital Management first reported a position in Avangrid, Inc. in Q3 2022 and held it in 3 quarters.
Raleigh Capital Management's Avangrid, Inc. position peaked at $19.1K in Q4 2022.
298 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q2 2023.

Based on Raleigh Capital Management's 13F filing for Q2 2023, filed 25 Jul 2023.