Spire Wealth Management’s AGNT Inc AGNT Stock Holding History

Spire Wealth Management’s Portfolio AGNT Stock Details AGNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-200	Closed	-$2.82K	–	2463
2024 Q3	$2.82K	Hold	200	–	–	﹤0.01%	1932
2024 Q2	$2.26K	Hold	200	–	–	﹤0.01%	1989
2024 Q1	$2.07K	Hold	200	–	–	﹤0.01%	2090
2023 Q4	$2.59K	Hold	200	–	–	﹤0.01%	2089
2023 Q3	$3.25K	Hold	200	–	–	﹤0.01%	2037
2023 Q2	$4.06K	Hold	200	–	–	﹤0.01%	2052
2023 Q1	$2.54K	Sell	200 -15	-7%	-$200	﹤0.01%	2211
2022 Q4	$2K	Hold	215	–	–	﹤0.01%	2038
2022 Q3	$2K	Hold	215	–	–	﹤0.01%	1940
2022 Q2	$3K	Buy	215 +15	+8%	+$217	﹤0.01%	2263
2022 Q1	$4K	Sell	200 -23,966	-99%	-$628K	﹤0.01%	2278
2021 Q4	$814K	Buy	24,166 +23,768	+5,972%	+$980K	0.02%	537
2021 Q3	$16K	Buy	398 +198	+99%	+$8.48K	﹤0.01%	1939
2021 Q2	$8K	Sell	200 -2,634	-93%	-$90.8K	﹤0.01%	2191
2021 Q1	$129K	Buy	+2,834	New	+$151K	﹤0.01%	1273

Other funds holding AGNT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spire Wealth Management's AGNT Position: Q4 2024 in Review

Spire Wealth Management sold out of AGNT Inc (AGNT) in Q4 2024, closing a stake of 200 shares — an estimated $2.82K sold.

Spire Wealth Management first reported a position in AGNT in Q1 2021 and held it in 15 quarters. The position peaked at $814K in Q4 2021. 238 funds tracked by Wall St. Rank hold AGNT as of Q4 2024.

Spire Wealth Management reported no remaining AGNT Inc position as of Q4 2024 after selling out during the quarter.
Spire Wealth Management sold 200 AGNT Inc shares in Q4 2024, an estimated $2.82K.
Spire Wealth Management first reported a position in AGNT Inc in Q1 2021 and held it in 15 quarters.
Spire Wealth Management's AGNT Inc position peaked at $814K in Q4 2021.
238 funds tracked by Wall St. Rank held AGNT Inc as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.