SFS
AGR

Sowell Financial Services’s Avangrid, Inc. AGR Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-1,493
Closed -$76K – 2863
2021
Q1 		$76K Hold
1,493
– – ﹤0.01% 1494
2020
Q4 		$68K Hold
1,493
– – ﹤0.01% 1294
2020
Q3 		$75K Sell
1,493
-8
-0.5% -$385 ﹤0.01% 1081
2020
Q2 		$63K Sell
1,501
-200
-12% -$8.58K ﹤0.01% 1108
2020
Q1 		$74K Sell
1,701
-86
-5% -$4.33K 0.01% 929
2019
Q4 		$91K Hold
1,787
– – 0.01% 949
2019
Q3 		$93K Buy
+1,787
New +$89.8K 0.01% 848

Other funds holding AGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowell Financial Services's AGR Position: Q2 2021 in Review

Sowell Financial Services sold out of Avangrid, Inc. (AGR) in Q2 2021, closing a stake of 1,493 shares — an estimated $76K sold.

Sowell Financial Services first reported a position in AGR in Q3 2019 and held it in 7 quarters. The position peaked at $93K in Q3 2019. 282 funds tracked by Wall St. Rank hold AGR as of Q2 2021.

  • Sowell Financial Services reported no remaining Avangrid, Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,493 Avangrid, Inc. shares in Q2 2021, an estimated $76K.
  • Sowell Financial Services first reported a position in Avangrid, Inc. in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Avangrid, Inc. position peaked at $93K in Q3 2019.
  • 282 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.