RIA
AGR

Realta Investment Advisors’s Avangrid, Inc. AGR Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-103
Closed -$5K – 1458
2019
Q4 		$5K Hold
103
– – ﹤0.01% 1358
2019
Q3 		$5K Hold
103
– – ﹤0.01% 1347
2019
Q2 		$5K Hold
103
– – ﹤0.01% 1397
2019
Q1 		$5K Buy
+103
New +$5.08K ﹤0.01% 1087

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 $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
MWA
Marshall Wace Asia Central, Hong Kong $4.23B AUM 69.9% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Realta Investment Advisors's AGR Position: Q1 2020 in Review

Realta Investment Advisors sold out of Avangrid, Inc. (AGR) in Q1 2020, closing a stake of 103 shares — an estimated $5K sold.

Realta Investment Advisors first reported a position in AGR in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 255 funds tracked by Wall St. Rank hold AGR as of Q1 2020.

  • Realta Investment Advisors reported no remaining Avangrid, Inc. position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 103 Avangrid, Inc. shares in Q1 2020, an estimated $5K.
  • Realta Investment Advisors first reported a position in Avangrid, Inc. in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Avangrid, Inc. position peaked at $5K in Q4 2019.
  • 255 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.