SPWM
A icon

Spartan Planning & Wealth Management’s Agilent Technologies A Stock Holding History

Spartan Planning & Wealth Management’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
2023
Q4 		$135K Buy
+973
New +$116K 0.14% 77
2022
Q4 		$463K Buy
3,094
+3,092
+154,600% +$441K 0.58% 27
2022
Q3 		$0 Buy
+2
New +$257 ﹤0.01% 70

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Spartan Planning & Wealth Management's A Position: Q4 2023 in Review

Spartan Planning & Wealth Management opened a new position in Agilent Technologies (A) in Q4 2023: 973 shares worth $135K. The stake represents 0.14% of the portfolio and ranks #77 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in A as recently as Q4 2022.

Spartan Planning & Wealth Management first reported a position in A in Q3 2022 and has held it in 3 quarters since. The position peaked at $463K in Q4 2022. 1,003 funds tracked by Wall St. Rank hold A as of Q4 2023.

  • Spartan Planning & Wealth Management held 973 shares of Agilent Technologies worth $135K as of Q4 2023.
  • Agilent Technologies was a new Spartan Planning & Wealth Management position in Q4 2023.
  • Agilent Technologies made up 0.14% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #77 holding.
  • Spartan Planning & Wealth Management first reported a position in Agilent Technologies in Q3 2022 and has held it in 3 quarters since.
  • Spartan Planning & Wealth Management's Agilent Technologies position peaked at $463K in Q4 2022.
  • 1,003 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.