RFA
AGR

Resurgent Financial Advisors’s Avangrid, Inc. AGR Stock Holding History

Resurgent Financial 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
2023
Q4 		– Sell
-795
Closed -$24K – 536
2023
Q3 		$24K Hold
795
– – 0.02% 452
2023
Q2 		$30K Hold
795
– – 0.02% 428
2023
Q1 		$31.7K Buy
795
+285
+56% +$11.7K 0.02% 410
2022
Q4 		$21.9K Buy
+510
New +$21.1K 0.01% 597

Other funds holding AGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CET
Clean Energy Transition London, United Kingdom $1.54B AUM 34.41% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Resurgent Financial Advisors's AGR Position: Q4 2023 in Review

Resurgent Financial Advisors sold out of Avangrid, Inc. (AGR) in Q4 2023, closing a stake of 795 shares — an estimated $24K sold.

Resurgent Financial Advisors first reported a position in AGR in Q4 2022 and held it in 4 quarters. The position peaked at $31.7K in Q1 2023. 278 funds tracked by Wall St. Rank hold AGR as of Q4 2023.

  • Resurgent Financial Advisors reported no remaining Avangrid, Inc. position as of Q4 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 795 Avangrid, Inc. shares in Q4 2023, an estimated $24K.
  • Resurgent Financial Advisors first reported a position in Avangrid, Inc. in Q4 2022 and held it in 4 quarters.
  • Resurgent Financial Advisors's Avangrid, Inc. position peaked at $31.7K in Q1 2023.
  • 278 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2023.

Based on Resurgent Financial Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.