SIAG
AGR

Safeguard Investment Advisory Group’s Avangrid, Inc. AGR Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-5
Closed – – 764
2020
Q4 		$0 Buy
+5
New +$246 ﹤0.01% 802

Other funds holding AGR

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Safeguard Investment Advisory Group's AGR Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Avangrid, Inc. (AGR) in Q1 2021, closing a stake of 5 shares.

Safeguard Investment Advisory Group first reported a position in AGR in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 274 funds tracked by Wall St. Rank hold AGR as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Avangrid, Inc. position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 5 Avangrid, Inc. shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in Avangrid, Inc. in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Avangrid, Inc. position peaked at $0 in Q4 2020.
  • 274 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.