SFSG
A icon

Sound Financial Strategies Group’s Agilent Technologies A Stock Holding History

Sound Financial Strategies Group’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
2020
Q4 		– Sell
-4,504
Closed -$455K – 80
2020
Q3 		$455K Sell
4,504
-72
-2% -$6.96K 0.29% 43
2020
Q2 		$404K Sell
4,576
-43
-0.9% -$3.52K 0.26% 49
2020
Q1 		$331K Sell
4,619
-8,771
-66% -$705K 0.23% 54
2019
Q4 		$1.14M Buy
+13,390
New +$1.05M 0.72% 55

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
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound Financial Strategies Group's A Position: Q4 2020 in Review

Sound Financial Strategies Group sold out of Agilent Technologies (A) in Q4 2020, closing a stake of 4,504 shares — an estimated $455K sold.

Sound Financial Strategies Group first reported a position in A in Q4 2019 and held it in 4 quarters. The position peaked at $1.14M in Q4 2019. 839 funds tracked by Wall St. Rank hold A as of Q4 2020.

  • Sound Financial Strategies Group reported no remaining Agilent Technologies position as of Q4 2020 after selling out during the quarter.
  • Sound Financial Strategies Group sold 4,504 Agilent Technologies shares in Q4 2020, an estimated $455K.
  • Sound Financial Strategies Group first reported a position in Agilent Technologies in Q4 2019 and held it in 4 quarters.
  • Sound Financial Strategies Group's Agilent Technologies position peaked at $1.14M in Q4 2019.
  • 839 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2020.

Based on Sound Financial Strategies Group's 13F filing for Q4 2020, filed 22 Jan 2021.