Sachetta’s Avangrid, Inc. AGR Stock Holding History

Sachetta’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
2024 Q4	–	Sell	-93	Closed	-$3.34K	–	1293
2024 Q3	$3.34K	Hold	93	–	–	﹤0.01%	743
2024 Q2	$3.31K	Buy	93 +32	+52%	+$1.15K	﹤0.01%	697
2024 Q1	$1.99K	Hold	61	–	–	﹤0.01%	735
2023 Q4	$1.99K	Buy	+61	New	+$1.9K	﹤0.01%	735

Other funds holding AGR

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Sachetta's AGR Position: Q4 2024 in Review

Sachetta sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 93 shares — an estimated $3.34K sold.

Sachetta first reported a position in AGR in Q4 2023 and held it in 4 quarters. The position peaked at $3.34K in Q3 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

Sachetta reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
Sachetta sold 93 Avangrid, Inc. shares in Q4 2024, an estimated $3.34K.
Sachetta first reported a position in Avangrid, Inc. in Q4 2023 and held it in 4 quarters.
Sachetta's Avangrid, Inc. position peaked at $3.34K in Q3 2024.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Sachetta's 13F filing for Q4 2024, filed 21 Jan 2025.