RIM
A icon

Rockbridge Investment Management’s Agilent Technologies A Stock Holding History

Rockbridge Investment Management’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
Q2 		– Sell
-55
Closed -$7.37K – 646
2022
Q1 		$7.37K Hold
55
– – ﹤0.01% 563
2021
Q4 		$9K Hold
55
– – ﹤0.01% 577
2021
Q3 		$9K Hold
55
– – ﹤0.01% 527
2021
Q2 		$8K Buy
+55
New +$7.5K ﹤0.01% 553

Other funds holding A

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Rockbridge Investment Management's A Position: Q2 2022 in Review

Rockbridge Investment Management sold out of Agilent Technologies (A) in Q2 2022, closing a stake of 55 shares — an estimated $7.37K sold.

Rockbridge Investment Management first reported a position in A in Q2 2021 and held it in 4 quarters. The position peaked at $9K in Q4 2021. 884 funds tracked by Wall St. Rank hold A as of Q2 2022.

  • Rockbridge Investment Management reported no remaining Agilent Technologies position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 55 Agilent Technologies shares in Q2 2022, an estimated $7.37K.
  • Rockbridge Investment Management first reported a position in Agilent Technologies in Q2 2021 and held it in 4 quarters.
  • Rockbridge Investment Management's Agilent Technologies position peaked at $9K in Q4 2021.
  • 884 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.