Retirement Capital Strategies’s Agilent Technologies A Stock Holding History

Retirement Capital Strategies’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
2022 Q4	–	Sell	-2,502	Closed	-$304K	–	41
2022 Q3	$304K	Hold	2,502	–	–	0.14%	40
2022 Q2	$297K	Hold	2,502	–	–	0.13%	50
2022 Q1	$314K	Sell	2,502 -50	-2%	-$6.88K	0.13%	46
2021 Q4	$407K	Hold	2,552	–	–	0.15%	53
2021 Q3	$402K	Hold	2,552	–	–	0.15%	52
2021 Q2	$377K	Hold	2,552	–	–	0.14%	63
2021 Q1	$324K	Hold	2,552	–	–	0.13%	63
2020 Q4	$302K	Hold	2,552	–	–	0.12%	58
2020 Q3	$261K	Sell	2,552 -600	-19%	-$58K	0.12%	54
2020 Q2	$279K	Hold	3,152	–	–	0.13%	38
2020 Q1	$226K	Hold	3,152	–	–	0.12%	34
2019 Q4	$269K	Hold	3,152	–	–	0.13%	45
2019 Q3	$242K	Hold	3,152	–	–	0.12%	47
2019 Q2	$236K	Hold	3,152	–	–	0.12%	45
2019 Q1	$253K	Hold	3,152	–	–	0.13%	42
2018 Q4	$213K	Hold	3,152	–	–	0.12%	44
2018 Q3	$222K	Buy	+3,152	New	+$209K	0.11%	42

Other funds holding A

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Retirement Capital Strategies's A Position: Q4 2022 in Review

Retirement Capital Strategies sold out of Agilent Technologies (A) in Q4 2022, closing a stake of 2,502 shares — an estimated $304K sold.

Retirement Capital Strategies first reported a position in A in Q3 2018 and held it in 17 quarters. The position peaked at $407K in Q4 2021. 964 funds tracked by Wall St. Rank hold A as of Q4 2022.

Retirement Capital Strategies reported no remaining Agilent Technologies position as of Q4 2022 after selling out during the quarter.
Retirement Capital Strategies sold 2,502 Agilent Technologies shares in Q4 2022, an estimated $304K.
Retirement Capital Strategies first reported a position in Agilent Technologies in Q3 2018 and held it in 17 quarters.
Retirement Capital Strategies's Agilent Technologies position peaked at $407K in Q4 2021.
964 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2022.

Based on Retirement Capital Strategies's 13F filing for Q4 2022, filed 7 Feb 2023.