Seven Mile Advisory’s Avangrid, Inc. AGR Stock Holding History

Seven Mile Advisory’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	-7,359	Closed	-$263K	–	185
2024 Q3	$263K	Buy	7,359 +217	+3%	+$7.74K	0.17%	118
2024 Q2	$254K	Buy	7,142 +65	+0.9%	+$2.35K	0.19%	117
2024 Q1	$258K	Buy	7,077 +496	+8%	+$16.2K	0.2%	114
2023 Q4	$213K	Buy	+6,581	New	+$205K	0.19%	126

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

Seven Mile Advisory's AGR Position: Q4 2024 in Review

Seven Mile Advisory sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 7,359 shares — an estimated $263K sold.

Seven Mile Advisory first reported a position in AGR in Q4 2023 and held it in 4 quarters. The position peaked at $263K in Q3 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

Seven Mile Advisory reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
Seven Mile Advisory sold 7,359 Avangrid, Inc. shares in Q4 2024, an estimated $263K.
Seven Mile Advisory first reported a position in Avangrid, Inc. in Q4 2023 and held it in 4 quarters.
Seven Mile Advisory's Avangrid, Inc. position peaked at $263K in Q3 2024.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Seven Mile Advisory's 13F filing for Q4 2024, filed 12 Feb 2025.